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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 | $87,031 | $50,947+70.8% | $74,549+16.7% | $64,173+35.6% |
| Participation rate | 52.4% | 61.1%-8.7pp | 69.1%-16.8pp | 69.6%-17.2pp |
| Annual return | -4.11% | -1.85%-2.3pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,870 | $2,302-18.7% | $3,108-39.8% | $3,470-46.1% |
| Admin fee / account holder | $4,725 | $4,221+11.9% | $5,059-6.6% | $4,887-3.3% |