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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 | $63,396 | $62,586+1.3% | $76,766-17.4% | $64,181-1.2% |
| Participation rate | 56.1% | 72.8%-16.8pp | 77.0%-20.9pp | 69.6%-13.5pp |
| Annual return | -3.35% | -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 | $2,075 | $3,145-34.0% | $3,851-46.1% | $3,470-40.2% |
| Admin fee / account holder | $4,660 | $4,667-0.2% | $6,675-30.2% | $4,887-4.7% |