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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 | $84,103 | $62,583+34.4% | $76,767+9.6% | $64,173+31.1% |
| Participation rate | 53.2% | 72.8%-19.6pp | 77.0%-23.7pp | 69.6%-16.3pp |
| Annual return | -4.74% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,993 | $3,145-36.6% | $3,852-48.2% | $3,470-42.5% |
| Admin fee / account holder | $4,577 | $4,667-1.9% | $6,675-31.4% | $4,887-6.3% |