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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 | $97,687 | $72,404+34.9% | $110,241-11.4% | $64,181+52.2% |
| Participation rate | 38.6% | 73.3%-34.7pp | 79.8%-41.2pp | 69.6%-30.9pp |
| Annual return | -4.80% | -6.29%+1.5pp | 314.75%-319.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,930 | $3,469-44.4% | $4,672-58.7% | $3,470-44.4% |
| Admin fee / account holder | $6,970 | $5,664+23.0% | $8,548-18.5% | $4,887+42.6% |