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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 | $90,397 | $49,280+83.4% | $67,313+34.3% | $64,173+40.9% |
| Participation rate | 52.9% | 60.8%-7.8pp | 69.1%-16.1pp | 69.6%-16.6pp |
| Annual return | -6.86% | -1.39%-5.5pp | -4.08%-2.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,314 | $2,484+73.7% | $3,568+20.9% | $3,470+24.3% |
| Admin fee / account holder | $4,604 | $3,863+19.2% | $4,507+2.2% | $4,887-5.8% |