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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 | $97,598 | $50,947+91.6% | $74,549+30.9% | $64,173+52.1% |
| Participation rate | 42.1% | 61.1%-19.0pp | 69.1%-27.0pp | 69.6%-27.5pp |
| Annual return | -5.70% | -1.85%-3.8pp | 32.53%-38.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,780 | $2,302-22.7% | $3,108-42.7% | $3,470-48.7% |
| Admin fee / account holder | $5,702 | $4,221+35.1% | $5,059+12.7% | $4,887+16.7% |