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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 | $136,181 | $50,947+167.3% | $74,549+82.7% | $64,173+112.2% |
| Participation rate | 35.6% | 61.1%-25.5pp | 69.1%-33.6pp | 69.6%-34.0pp |
| Annual return | -2.53% | -1.85%-0.7pp | 32.53%-35.1pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,038 | $2,302-54.9% | $3,108-66.6% | $3,470-70.1% |
| Admin fee / account holder | $8,193 | $4,221+94.1% | $5,059+62.0% | $4,887+67.6% |