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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 | $83,107 | $62,586+32.8% | $76,766+8.3% | $64,181+29.5% |
| Participation rate | 65.9% | 72.8%-6.9pp | 77.0%-11.1pp | 69.6%-3.7pp |
| Annual return | -6.72% | -1.95%-4.8pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,313 | $3,145+100.8% | $3,851+63.9% | $3,470+82.0% |
| Admin fee / account holder | $10,488 | $4,667+124.7% | $6,675+57.1% | $4,887+114.6% |