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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 | $81,766 | $62,583+30.7% | $76,767+6.5% | $64,173+27.4% |
| Participation rate | 57.4% | 72.8%-15.4pp | 77.0%-19.6pp | 69.6%-12.2pp |
| Annual return | -3.16% | -1.95%-1.2pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,077 | $3,145-34.0% | $3,852-46.1% | $3,470-40.2% |
| Admin fee / account holder | $5,578 | $4,667+19.5% | $6,675-16.4% | $4,887+14.1% |