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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 | $106,732 | $57,352+86.1% | $83,831+27.3% | $64,173+66.3% |
| Participation rate | 56.4% | 68.6%-12.2pp | 76.1%-19.7pp | 69.6%-13.2pp |
| Annual return | -4.93% | 11.38%-16.3pp | 850.99%-855.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,542 | $2,993-48.5% | $4,082-62.2% | $3,470-55.6% |
| Admin fee / account holder | $4,028 | $4,046-0.4% | $5,479-26.5% | $4,887-17.6% |