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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 | $137,757 | $62,583+120.1% | $76,767+79.4% | $64,173+114.7% |
| Participation rate | 57.9% | 72.8%-14.9pp | 77.0%-19.1pp | 69.6%-11.7pp |
| Annual return | -3.39% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,519 | $3,145+75.5% | $3,852+43.3% | $3,470+59.1% |
| Admin fee / account holder | $18,588 | $4,667+298.3% | $6,675+178.5% | $4,887+280.3% |