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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 | $122,149 | $94,529+29.2% | $140,019-12.8% | $64,173+90.3% |
| Participation rate | 66.2% | 84.1%-17.9pp | 87.5%-21.3pp | 69.6%-3.4pp |
| Annual return | -5.25% | 7.77%-13.0pp | 651.17%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,395 | $5,250-35.3% | $6,927-51.0% | $3,470-2.2% |
| Admin fee / account holder | $3,010 | $6,741-55.3% | $10,705-71.9% | $4,887-38.4% |