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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 | $169,751 | $62,583+171.2% | $76,767+121.1% | $64,173+164.5% |
| Participation rate | 69.0% | 72.8%-3.9pp | 77.0%-8.0pp | 69.6%-0.6pp |
| Annual return | 7.60% | -1.95%+9.5pp | 2.43%+5.2pp | 7.63%0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,743 | $3,145+19.0% | $3,852-2.8% | $3,470+7.9% |
| Admin fee / account holder | $1,036 | $4,667-77.8% | $6,675-84.5% | $4,887-78.8% |