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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 | $69,958 | $58,600+19.4% | $83,327-16.0% | $64,173+9.0% |
| Participation rate | 57.1% | 72.0%-14.9pp | 77.8%-20.6pp | 69.6%-12.4pp |
| Annual return | -6.47% | 9.66%-16.1pp | 10.64%-17.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,370 | $4,656+58.3% | $5,565+32.4% | $3,470+112.4% |
| Admin fee / account holder | $14,194 | $9,282+52.9% | $7,540+88.2% | $4,887+190.4% |