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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 | $181,256 | $147,167+23.2% | $111,392+62.7% | $135,380+33.9% |
| Participation rate | 41.2% | 84.0%-42.8pp | 78.9%-37.7pp | 82.6%-41.5pp |
| Annual return | -4.13% | -4.44%+0.3pp | -2.06%-2.1pp | 519.81%-523.9pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,113 | $6,565-52.6% | $5,567-44.1% | $5,609-44.5% |
| Admin fee / account holder | $8,279 | $20,270-59.2% | $12,266-32.5% | $10,828-23.5% |