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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 | $132,408 | $58,600+126.0% | $83,327+58.9% | $64,173+106.3% |
| Participation rate | 54.8% | 72.0%-17.2pp | 77.8%-22.9pp | 69.6%-14.7pp |
| Annual return | -4.49% | 9.66%-14.1pp | 10.64%-15.1pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,883 | $4,656+4.9% | $5,565-12.3% | $3,470+40.7% |
| Admin fee / account holder | $10,498 | $9,282+13.1% | $7,540+39.2% | $4,887+114.8% |