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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 | $93,102 | $127,387-26.9% | $115,038-19.1% | $125,389-25.7% |
| Participation rate | 56.5% | 84.2%-27.6pp | 81.4%-24.8pp | 83.2%-26.7pp |
| Annual return | -2.87% | 31.28%-34.1pp | 26.14%-29.0pp | 282.24%-285.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $10,650 | $6,423+65.8% | $6,026+76.7% | $5,352+99.0% |
| Admin fee / account holder | $3,559 | $9,516-62.6% | $8,175-56.5% | $9,541-62.7% |