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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 | $100,872 | $73,102+38.0% | $123,553-18.4% | $56,289+79.2% |
| Participation rate | 60.4% | 74.3%-13.9pp | 82.3%-21.9pp | 69.9%-9.5pp |
| Annual return | -5.79% | 3.01%-8.8pp | 119.21%-125.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,906 | $5,423-28.0% | $6,426-39.2% | $3,350+16.6% |
| Admin fee / account holder | $8,036 | $554+1351.3% | $9,284-13.4% | $521+1442.6% |