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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 | $147,071 | $77,817+89.0% | $123,553+19.0% | $64,173+129.2% |
| Participation rate | 46.6% | 74.7%-28.2pp | 82.3%-35.7pp | 69.6%-23.0pp |
| Annual return | -5.24% | 12.49%-17.7pp | 119.21%-124.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,720 | $5,240-48.1% | $6,426-57.7% | $3,470-21.6% |
| Admin fee / account holder | $6,423 | $5,519+16.4% | $9,284-30.8% | $4,887+31.4% |