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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 | $143,284 | $94,529+51.6% | $140,019+2.3% | $64,173+123.3% |
| Participation rate | 62.9% | 84.1%-21.2pp | 87.5%-24.6pp | 69.6%-6.7pp |
| Annual return | -5.35% | 7.77%-13.1pp | 651.17%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,298 | $5,250-18.1% | $6,927-37.9% | $3,470+23.9% |
| Admin fee / account holder | $6,471 | $6,741-4.0% | $10,705-39.6% | $4,887+32.4% |