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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 | $97,177 | $77,817+24.9% | $123,553-21.3% | $64,173+51.4% |
| Participation rate | 64.9% | 74.7%-9.8pp | 82.3%-17.4pp | 69.6%-4.7pp |
| Annual return | -6.78% | 12.49%-19.3pp | 119.21%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,550 | $5,240-13.2% | $6,426-29.2% | $3,470+31.1% |
| Admin fee / account holder | $6,171 | $5,519+11.8% | $9,284-33.5% | $4,887+26.3% |