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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 | $88,105 | $61,660+42.9% | $80,022+10.1% | $64,173+37.3% |
| Participation rate | 65.6% | 71.7%-6.1pp | 75.8%-10.2pp | 69.6%-4.0pp |
| Annual return | -5.63% | -0.33%-5.3pp | 11.22%-16.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $284 | $1,810-84.3% | $2,468-88.5% | $2,381-88.1% |
| Participant deferral / active EE | $2,891 | $2,968-2.6% | $3,686-21.6% | $3,470-16.7% |
| Admin fee / account holder | $4,787 | $5,417-11.6% | $6,521-26.6% | $4,887-2.1% |