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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 | $116,614 | $58,600+99.0% | $83,327+39.9% | $64,173+81.7% |
| Participation rate | 57.1% | 72.0%-14.9pp | 77.8%-20.6pp | 69.6%-12.4pp |
| Annual return | -7.76% | 9.66%-17.4pp | 10.64%-18.4pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,546 | $4,656+19.1% | $5,565-0.3% | $3,470+59.9% |
| Admin fee / account holder | $12,742 | $9,282+37.3% | $7,540+69.0% | $4,887+160.7% |