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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 | $134,090 | $69,977+91.6% | $108,582+23.5% | $62,881+113.2% |
| Participation rate | 58.0% | 72.9%-14.9pp | 79.6%-21.6pp | 69.3%-11.4pp |
| Annual return | 5.96% | 10.73%-4.8pp | -51.70%+57.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,954 | $3,165-6.7% | $4,311-31.5% | $3,203-7.8% |
| Admin fee / account holder | $9,165 | $5,076+80.5% | $7,645+19.9% | $4,296+113.3% |