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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 | $144,067 | $71,873+100.4% | $86,698+66.2% | $68,490+110.3% |
| Participation rate | 62.1% | 72.2%-10.2pp | 76.6%-14.5pp | 67.9%-5.8pp |
| Annual return | -12.09% | 3.54%-15.6pp | 35.96%-48.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,201 | $3,779+90.5% | $4,656+54.7% | $4,028+78.8% |
| Admin fee / account holder | $16,798 | $6,110+174.9% | $7,492+124.2% | $5,403+210.9% |