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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 | $69,710 | $54,162+28.7% | $68,612+1.6% | $64,173+8.6% |
| Participation rate | 40.6% | 68.1%-27.4pp | 72.2%-31.6pp | 69.6%-28.9pp |
| Annual return | -2.09% | -1.62%-0.5pp | -4.63%+2.5pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,187 | $2,626+97.5% | $3,311+56.6% | $3,470+49.5% |
| Admin fee / account holder | $14,782 | $4,029+266.9% | $5,131+188.1% | $4,887+202.5% |