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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 | $67,891 | $62,589+8.5% | $76,768-11.6% | $64,173+5.8% |
| Participation rate | 56.7% | 72.8%-16.1pp | 77.0%-20.2pp | 69.6%-12.9pp |
| Annual return | -4.70% | -1.95%-2.8pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,658 | $3,145-47.3% | $3,852-56.9% | $3,470-52.2% |
| Admin fee / account holder | $8,610 | $4,667+84.5% | $6,675+29.0% | $4,887+76.2% |