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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 | $135,775 | $50,947+166.5% | $74,551+82.1% | $64,173+111.6% |
| Participation rate | 53.2% | 61.1%-7.9pp | 69.1%-16.0pp | 69.6%-16.4pp |
| Annual return | -4.55% | -1.85%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,039 | $2,302+32.0% | $3,108-2.2% | $3,470-12.4% |
| Admin fee / account holder | $8,957 | $4,221+112.2% | $5,059+77.1% | $4,887+83.3% |