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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 | $120,812 | $71,878+68.1% | $86,698+39.3% | $68,486+76.4% |
| Participation rate | 68.4% | 72.2%-3.8pp | 76.6%-8.2pp | 67.9%+0.5pp |
| Annual return | -11.80% | 3.53%-15.3pp | 35.95%-47.8pp | -7.85%-3.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,705 | $3,779+103.9% | $4,656+65.5% | $4,028+91.3% |
| Admin fee / account holder | $18,143 | $6,113+196.8% | $7,493+142.1% | $5,404+235.7% |