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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 | $96,369 | $49,280+95.6% | $67,313+43.2% | $64,173+50.2% |
| Participation rate | 41.2% | 60.8%-19.6pp | 69.1%-27.9pp | 69.6%-28.4pp |
| Annual return | -3.32% | -1.39%-1.9pp | -4.08%+0.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,461 | $2,484-41.2% | $3,568-59.1% | $3,470-57.9% |
| Admin fee / account holder | $5,330 | $3,863+38.0% | $4,507+18.3% | $4,887+9.1% |