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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 | $64,268 | $61,660+4.2% | $80,022-19.7% | $64,173+0.1% |
| Participation rate | 58.7% | 71.7%-13.0pp | 75.8%-17.1pp | 69.6%-10.9pp |
| Annual return | -6.00% | -0.33%-5.7pp | 11.22%-17.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,677 | $2,968+57.6% | $3,686+26.9% | $3,470+34.8% |
| Admin fee / account holder | $1,646 | $5,417-69.6% | $6,521-74.8% | $4,887-66.3% |