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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 | $88,133 | $62,589+40.8% | $76,768+14.8% | $64,173+37.3% |
| Participation rate | 68.9% | 72.8%-3.9pp | 77.0%-8.1pp | 69.6%-0.7pp |
| Annual return | -4.34% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,445 | $3,145-54.0% | $3,852-62.5% | $3,470-58.3% |
| Admin fee / account holder | $1,311 | $4,667-71.9% | $6,675-80.4% | $4,887-73.2% |