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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 | $126,102 | $92,219+36.7% | $76,768+64.3% | $135,379-6.9% |
| Participation rate | 68.8% | 79.8%-11.0pp | 77.0%-8.2pp | 82.6%-13.9pp |
| Annual return | -2.91% | 5.46%-8.4pp | 2.43%-5.3pp | 519.79%-522.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,615 | $4,508+46.7% | $3,852+71.8% | $5,609+17.9% |
| Admin fee / account holder | $66,649 | $10,749+520.1% | $6,675+898.5% | $10,828+515.5% |