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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 | $114,018 | $77,816+46.5% | $123,552-7.7% | $64,173+77.7% |
| Participation rate | 65.4% | 74.7%-9.3pp | 82.3%-16.9pp | 69.6%-4.2pp |
| Annual return | -2.72% | 12.49%-15.2pp | 119.20%-121.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,593 | $5,240+44.9% | $6,426+18.2% | $3,470+118.8% |
| Admin fee / account holder | $7,931 | $5,519+43.7% | $9,285-14.6% | $4,887+62.3% |