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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 | $76,166 | $62,583+21.7% | $76,767-0.8% | $64,173+18.7% |
| Participation rate | 38.8% | 72.8%-34.0pp | 77.0%-38.2pp | 69.6%-30.8pp |
| Annual return | -6.19% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,774 | $3,145-11.8% | $3,852-28.0% | $3,470-20.0% |
| Admin fee / account holder | $3,908 | $4,667-16.3% | $6,675-41.5% | $4,887-20.0% |