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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 | $66,173 | $57,108+15.9% | $94,229-29.8% | $52,331+26.5% |
| Participation rate | 68.2% | 72.9%-4.7pp | 78.8%-10.6pp | 68.1%+0.1pp |
| Annual return | -0.38% | 1.47%-1.9pp | 10.68%-11.1pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,526 | $3,040+16.0% | $4,320-18.4% | $3,022+16.7% |
| Admin fee / account holder | $508 | $546-7.1% | $6,269-91.9% | $592-14.2% |