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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 | $207,828 | $105,866+96.3% | $90,766+129.0% | $134,545+54.5% |
| Participation rate | 45.0% | 78.3%-33.3pp | 75.7%-30.7pp | 81.2%-36.2pp |
| Annual return | -12.18% | -10.99%-1.2pp | -12.16%0pp | 418.37%-430.5pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,536 | $5,217-13.0% | $4,565-0.6% | $6,401-29.1% |
| Admin fee / account holder | $3,350 | $13,938-76.0% | $8,446-60.3% | $11,431-70.7% |