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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 | $118,801 | $158,852-25.2% | $121,220-2.0% | $135,380-12.2% |
| Participation rate | 38.5% | 79.3%-40.9pp | 71.8%-33.3pp | 82.6%-44.2pp |
| Annual return | 0.94% | -0.64%+1.6pp | 16.94%-16.0pp | 519.81%-518.9pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,076 | $4,006-23.2% | $3,345-8.1% | $5,609-45.2% |
| Admin fee / account holder | $347 | $6,515-94.7% | $5,021-93.1% | $10,828-96.8% |