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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 | $109,089 | $45,283+140.9% | $155,789-30.0% | $52,331+108.5% |
| Participation rate | 50.4% | 62.2%-11.8pp | 76.1%-25.7pp | 68.1%-17.7pp |
| Annual return | -0.59% | 1.80%-2.4pp | 71.54%-72.1pp | 4.54%-5.1pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,839-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,706 | $2,854+29.9% | $4,798-22.7% | $3,022+22.6% |
| Admin fee / account holder | $8,956 | $981+813.0% | $7,477+19.8% | $592+1414.0% |