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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 | $124,719 | $57,352+117.5% | $83,830+48.8% | $64,173+94.3% |
| Participation rate | 23.3% | 68.6%-45.3pp | 76.1%-52.8pp | 69.6%-46.2pp |
| Annual return | -6.77% | 11.38%-18.2pp | 850.97%-857.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,071 | $2,993-30.8% | $4,082-49.3% | $3,470-40.3% |
| Admin fee / account holder | $359 | $4,046-91.1% | $5,479-93.4% | $4,887-92.7% |