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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 | $121,653 | $97,027+25.4% | $83,323+46.0% | $135,382-10.1% |
| Participation rate | 57.1% | 80.4%-23.3pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -8.93% | 12.31%-21.2pp | 10.63%-19.6pp | 519.77%-528.7pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,967 | $5,964+100.6% | $5,565+115.0% | $5,609+113.4% |
| Admin fee / account holder | $5,168 | $8,427-38.7% | $7,539-31.5% | $10,829-52.3% |