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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 | $86,020 | $86,701-0.8% | $73,309+17.3% | $125,389-31.4% |
| Participation rate | 38.1% | 78.6%-40.5pp | 74.9%-36.8pp | 83.2%-45.1pp |
| Annual return | -1.16% | 2.78%-3.9pp | 5.67%-6.8pp | 282.24%-283.4pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,181 | $5,549-42.7% | $4,991-36.3% | $5,352-40.6% |
| Admin fee / account holder | $2,623 | $7,768-66.2% | $5,635-53.4% | $9,541-72.5% |