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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 | $110,606 | $62,589+76.7% | $76,768+44.1% | $64,173+72.4% |
| Participation rate | 51.6% | 72.8%-21.3pp | 77.0%-25.4pp | 69.6%-18.0pp |
| Annual return | -4.94% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,828 | $3,145-41.9% | $3,852-52.5% | $3,470-47.3% |
| Admin fee / account holder | $31,683 | $4,667+578.8% | $6,675+374.6% | $4,887+548.3% |