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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 | $143,268 | $67,411+112.5% | $91,004+57.4% | $70,126+104.3% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 15.87% | -40.16%+56.0pp | 4.60%+11.3pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,768 | $2,823+33.5% | $3,548+6.2% | $3,332+13.1% |
| Admin fee / account holder | $16,119 | $4,236+280.5% | $5,417+197.5% | $4,645+247.0% |