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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 | $164,033 | $56,484+190.4% | $169,452-3.2% | $64,173+155.6% |
| Participation rate | 67.0% | 64.5%+2.5pp | 77.8%-10.8pp | 69.6%-2.5pp |
| Annual return | -5.46% | -1.55%-3.9pp | 1.83%-7.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,832 | $3,448+127.2% | $5,277+48.4% | $3,470+125.7% |
| Admin fee / account holder | $4,145 | $4,174-0.7% | $9,110-54.5% | $4,887-15.2% |