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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 | $151,537 | $59,819+153.3% | $79,583+90.4% | $68,490+121.3% |
| Participation rate | 69.7% | 61.1%+8.6pp | 69.5%+0.2pp | 67.9%+1.8pp |
| Annual return | -19.34% | -12.30%-7.0pp | 0.16%-19.5pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,197 | $3,025+38.7% | $3,986+5.3% | $4,028+4.2% |
| Admin fee / account holder | $5,674 | $4,835+17.4% | $6,835-17.0% | $5,403+5.0% |