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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 | $154,103 | $82,674+86.4% | $125,381+22.9% | $68,486+125.0% |
| Participation rate | 57.1% | 75.1%-17.9pp | 82.4%-25.2pp | 67.9%-10.8pp |
| Annual return | 8.38% | -5.97%+14.3pp | 572.31%-563.9pp | -7.85%+16.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,494 | $6,111-26.5% | $7,448-39.7% | $4,028+11.6% |
| Admin fee / account holder | $6,877 | $6,277+9.6% | $10,007-31.3% | $5,404+27.3% |