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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 | $180,468 | $62,589+188.3% | $76,768+135.1% | $64,173+181.2% |
| Participation rate | 55.6% | 72.8%-17.3pp | 77.0%-21.4pp | 69.6%-14.0pp |
| Annual return | -4.86% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,974 | $3,145+153.6% | $3,852+107.0% | $3,470+129.8% |
| Admin fee / account holder | $10,014 | $4,667+114.6% | $6,675+50.0% | $4,887+104.9% |