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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 | $93,809 | $77,817+20.6% | $123,553-24.1% | $64,173+46.2% |
| Participation rate | 54.7% | 74.7%-20.0pp | 82.3%-27.6pp | 69.6%-14.9pp |
| Annual return | -5.35% | 12.49%-17.8pp | 119.21%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,210 | $5,240-38.7% | $6,426-50.1% | $3,470-7.5% |
| Admin fee / account holder | $7,866 | $5,519+42.5% | $9,284-15.3% | $4,887+60.9% |