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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 | $89,382 | $73,102+22.3% | $123,553-27.7% | $56,289+58.8% |
| Participation rate | 60.6% | 74.3%-13.8pp | 82.3%-21.7pp | 69.9%-9.3pp |
| Annual return | -3.07% | 3.01%-6.1pp | 119.21%-122.3pp | -9.96%+6.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,364 | $5,423+54.2% | $6,426+30.2% | $3,350+149.7% |
| Admin fee / account holder | $3,878 | $554+600.4% | $9,284-58.2% | $521+644.5% |