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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 | $68,606 | $40,264+70.4% | $57,349+19.6% | $59,633+15.0% |
| Participation rate | 63.0% | 69.2%-6.1pp | 75.1%-12.0pp | 68.7%-5.6pp |
| Annual return | -1.76% | 27.51%-29.3pp | 24.40%-26.2pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,183 | $2,400+32.6% | $3,162+0.7% | $3,192-0.3% |
| Admin fee / account holder | $4,906 | $2,819+74.0% | $3,356+46.2% | $4,297+14.2% |