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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 | $132,881 | $52,911+151.1% | $73,309+81.3% | $59,633+122.8% |
| Participation rate | 53.5% | 68.2%-14.7pp | 74.9%-21.4pp | 68.7%-15.2pp |
| Annual return | -0.90% | 12.20%-13.1pp | 5.67%-6.6pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,708 | $4,069+15.7% | $4,991-5.7% | $3,192+47.5% |
| Admin fee / account holder | $2,224 | $3,835-42.0% | $5,635-60.5% | $4,297-48.2% |