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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 | $151,660 | $54,162+180.0% | $68,612+121.0% | $64,173+136.3% |
| Participation rate | 30.6% | 68.1%-37.5pp | 72.2%-41.7pp | 69.6%-39.0pp |
| Annual return | -4.48% | -1.62%-2.9pp | -4.63%+0.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,107 | $2,626-19.8% | $3,311-36.4% | $3,470-39.3% |
| Admin fee / account holder | $3,497 | $4,029-13.2% | $5,131-31.9% | $4,887-28.5% |