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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 | $76,569 | $87,546-12.5% | $75,784+1.0% | $125,389-38.9% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -0.28% | 13.49%-13.8pp | 9.68%-10.0pp | 282.24%-282.5pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,717 | $4,230+11.5% | $3,652+29.2% | $5,352-11.9% |
| Admin fee / account holder | $7,904 | $6,503+21.6% | $5,300+49.1% | $9,541-17.2% |