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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 | $107,213 | $72,404+48.1% | $110,243-2.7% | $64,173+67.1% |
| Participation rate | 56.4% | 73.3%-16.9pp | 79.8%-23.4pp | 69.6%-13.2pp |
| Annual return | -5.76% | -6.29%+0.5pp | 314.76%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $371 | $2,282-83.8% | $3,827-90.3% | $2,381-84.4% |
| Participant deferral / active EE | $5,496 | $3,469+58.4% | $4,672+17.6% | $3,470+58.4% |
| Admin fee / account holder | $4,277 | $5,664-24.5% | $8,548-50.0% | $4,887-12.5% |