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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 | $94,011 | $62,589+50.2% | $76,768+22.5% | $64,173+46.5% |
| Participation rate | 62.1% | 72.8%-10.7pp | 77.0%-14.8pp | 69.6%-7.4pp |
| Annual return | -2.00% | -1.95%-0.1pp | 2.43%-4.4pp | 7.63%-9.6pp |
| Employer contribution / active EE | $141 | $1,832-92.3% | $2,485-94.3% | $2,381-94.1% |
| Participant deferral / active EE | $1,673 | $3,145-46.8% | $3,852-56.6% | $3,470-51.8% |
| Admin fee / account holder | $7,453 | $4,667+59.7% | $6,675+11.7% | $4,887+52.5% |