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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 | $103,544 | $53,546+93.4% | $69,884+48.2% | $68,486+51.2% |
| Participation rate | 59.6% | 64.5%-5.0pp | 70.5%-10.9pp | 67.9%-8.3pp |
| Annual return | -18.90% | -13.87%-5.0pp | 190.81%-209.7pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,045 | $2,957+70.6% | $3,848+31.1% | $4,028+25.3% |
| Admin fee / account holder | $5,079 | $4,693+8.2% | $6,266-18.9% | $5,404-6.0% |