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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 | $102,229 | $45,872+122.9% | $77,096+32.6% | $68,486+49.3% |
| Participation rate | 60.0% | 55.9%+4.1pp | 67.9%-7.9pp | 67.9%-7.9pp |
| Annual return | -15.85% | 1.73%-17.6pp | 42.35%-58.2pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,951 | $2,963+168.4% | $4,429+79.5% | $4,028+97.4% |
| Admin fee / account holder | $28,840 | $3,041+848.3% | $5,428+431.3% | $5,404+433.7% |