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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 | $117,277 | $56,484+107.6% | $169,452-30.8% | $64,173+82.8% |
| Participation rate | 62.5% | 64.5%-2.0pp | 77.8%-15.3pp | 69.6%-7.1pp |
| Annual return | -6.21% | -1.55%-4.7pp | 1.83%-8.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,416 | $3,448+28.1% | $5,277-16.3% | $3,470+27.3% |
| Admin fee / account holder | $1,983 | $4,174-52.5% | $9,110-78.2% | $4,887-59.4% |