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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 | $126,128 | $53,596+135.3% | $90,657+39.1% | $64,173+96.5% |
| Participation rate | 65.5% | 64.5%+1.0pp | 74.0%-8.5pp | 69.6%-4.1pp |
| Annual return | -6.26% | 4.41%-10.7pp | 1.89%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,002 | $2,459-18.6% | $3,424-41.5% | $3,470-42.3% |
| Admin fee / account holder | $765 | $3,868-80.2% | $4,994-84.7% | $4,887-84.3% |