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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 | $104,144 | $49,280+111.3% | $67,313+54.7% | $64,173+62.3% |
| Participation rate | 61.1% | 60.8%+0.3pp | 69.1%-8.0pp | 69.6%-8.5pp |
| Annual return | -6.29% | -1.39%-4.9pp | -4.08%-2.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,882 | $2,484+16.0% | $3,568-19.2% | $3,470-16.9% |
| Admin fee / account holder | $610 | $3,863-84.2% | $4,507-86.5% | $4,887-87.5% |