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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 | $185,402 | $62,583+196.2% | $76,767+141.5% | $64,173+188.9% |
| Participation rate | 51.4% | 72.8%-21.5pp | 77.0%-25.6pp | 69.6%-18.2pp |
| Annual return | -4.27% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,525 | $3,145+107.5% | $3,852+69.4% | $3,470+88.1% |
| Admin fee / account holder | $70,667 | $4,667+1414.2% | $6,675+958.6% | $4,887+1345.9% |