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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 | $72,608 | $54,162+34.1% | $68,612+5.8% | $64,173+13.1% |
| Participation rate | 30.6% | 68.1%-37.5pp | 72.2%-41.7pp | 69.6%-39.0pp |
| Annual return | -3.94% | -1.62%-2.3pp | -4.63%+0.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,152 | $2,626-56.1% | $3,311-65.2% | $3,470-66.8% |
| Admin fee / account holder | $5,162 | $4,029+28.1% | $5,131+0.6% | $4,887+5.6% |