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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 | $73,457 | $57,350+28.1% | $83,850-12.4% | $64,181+14.5% |
| Participation rate | 58.3% | 68.6%-10.3pp | 76.1%-17.8pp | 69.6%-11.2pp |
| Annual return | -4.44% | 11.38%-15.8pp | 850.92%-855.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,911 | $2,993+64.1% | $4,082+20.3% | $3,470+41.6% |
| Admin fee / account holder | $6,983 | $4,046+72.6% | $5,478+27.5% | $4,887+42.9% |