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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 | $111,465 | $50,947+118.8% | $74,551+49.5% | $64,173+73.7% |
| Participation rate | 40.0% | 61.1%-21.1pp | 69.1%-29.1pp | 69.6%-29.6pp |
| Annual return | -7.59% | -1.85%-5.7pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,488 | $2,302+51.6% | $3,108+12.2% | $3,470+0.5% |
| Admin fee / account holder | $1,484 | $4,221-64.8% | $5,059-70.7% | $4,887-69.6% |