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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 | $126,267 | $77,817+62.3% | $123,553+2.2% | $64,173+96.8% |
| Participation rate | 48.4% | 74.7%-26.3pp | 82.3%-33.9pp | 69.6%-21.2pp |
| Annual return | -5.20% | 12.49%-17.7pp | 119.21%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,907 | $5,240+12.7% | $6,426-8.1% | $3,470+70.2% |
| Admin fee / account holder | $1,955 | $5,519-64.6% | $9,284-78.9% | $4,887-60.0% |