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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 | $212,975 | $61,660+245.4% | $80,022+166.1% | $64,173+231.9% |
| Participation rate | 40.2% | 71.7%-31.5pp | 75.8%-35.6pp | 69.6%-29.3pp |
| Annual return | -5.87% | -0.33%-5.5pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,367 | $2,968-20.2% | $3,686-35.8% | $3,470-31.8% |
| Admin fee / account holder | $9,632 | $5,417+77.8% | $6,521+47.7% | $4,887+97.1% |