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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,478 | $94,529+20.0% | $140,019-19.0% | $64,173+76.8% |
| Participation rate | 48.8% | 84.1%-35.2pp | 87.5%-38.7pp | 69.6%-20.7pp |
| Annual return | -5.64% | 7.77%-13.4pp | 651.17%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,667 | $5,250-49.2% | $6,927-61.5% | $3,470-23.1% |
| Admin fee / account holder | $4,596 | $6,741-31.8% | $10,705-57.1% | $4,887-6.0% |