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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 | $152,167 | $59,813+154.4% | $79,580+91.2% | $68,486+122.2% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | 7.99% | -12.30%+20.3pp | 0.15%+7.8pp | -7.85%+15.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,399 | $3,024+45.4% | $3,985+10.4% | $4,028+9.2% |
| Admin fee / account holder | $807 | $4,835-83.3% | $6,835-88.2% | $5,404-85.1% |