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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 | $159,911 | $58,577+173.0% | $83,323+91.9% | $64,181+149.2% |
| Participation rate | 68.4% | 72.0%-3.6pp | 77.8%-9.3pp | 69.6%-1.1pp |
| Annual return | -4.92% | 9.65%-14.6pp | 10.63%-15.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,120 | $4,654+138.9% | $5,565+99.8% | $3,470+220.5% |
| Admin fee / account holder | $10,707 | $9,275+15.4% | $7,539+42.0% | $4,887+119.1% |