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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 | $102,966 | $48,267+113.3% | $68,808+49.6% | $68,486+50.3% |
| Participation rate | 69.5% | 60.7%+8.8pp | 69.0%+0.5pp | 67.9%+1.6pp |
| Annual return | -10.57% | -12.70%+2.1pp | -6.37%-4.2pp | -7.85%-2.7pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,018 | $2,867+40.2% | $3,942+1.9% | $4,028-0.2% |
| Admin fee / account holder | $8,802 | $4,362+101.8% | $4,936+78.3% | $5,404+62.9% |