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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 | $82,348 | $81,840+0.6% | $63,412+29.9% | $125,389-34.3% |
| Participation rate | 57.1% | 73.0%-15.9pp | 67.1%-10.0pp | 83.2%-26.0pp |
| Annual return | -0.63% | -0.10%-0.5pp | 4.04%-4.7pp | 282.24%-282.9pp |
| Employer contribution / active EE | $0 | $2,377-100.0% | $1,814-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,238 | $3,064+38.3% | $2,496+69.8% | $5,352-20.8% |
| Admin fee / account holder | $675 | $4,951-86.4% | $3,753-82.0% | $9,541-92.9% |