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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 | $77,083 | $57,350+34.4% | $83,850-8.1% | $64,181+20.1% |
| Participation rate | 65.7% | 68.6%-2.9pp | 76.1%-10.4pp | 69.6%-3.9pp |
| Annual return | -8.51% | 11.38%-19.9pp | 850.92%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,094 | $2,993+36.8% | $4,082+0.3% | $3,470+18.0% |
| Admin fee / account holder | $6,603 | $4,046+63.2% | $5,478+20.5% | $4,887+35.1% |