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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 | $108,355 | $59,191+83.1% | $76,767+41.1% | $56,289+92.5% |
| Participation rate | 64.0% | 75.2%-11.2pp | 77.0%-13.0pp | 69.9%-5.9pp |
| Annual return | -5.09% | 6.62%-11.7pp | 2.43%-7.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,178 | $3,255+59.1% | $3,852+34.4% | $3,350+54.6% |
| Admin fee / account holder | $1,904 | $489+289.2% | $6,675-71.5% | $521+265.5% |