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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 | $134,588 | $67,411+99.7% | $91,004+47.9% | $70,126+91.9% |
| Participation rate | 63.5% | 71.4%-7.9pp | 75.6%-12.1pp | 69.5%-6.0pp |
| Annual return | 16.21% | -40.16%+56.4pp | 4.60%+11.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,489 | $2,823-11.8% | $3,548-29.8% | $3,332-25.3% |
| Admin fee / account holder | $6,808 | $4,236+60.7% | $5,417+25.7% | $4,645+46.5% |