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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 | $80,762 | $59,191+36.4% | $76,767+5.2% | $56,289+43.5% |
| Participation rate | 64.1% | 75.2%-11.1pp | 77.0%-12.9pp | 69.9%-5.8pp |
| Annual return | -4.03% | 6.62%-10.6pp | 2.43%-6.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,725 | $3,255+106.6% | $3,852+74.6% | $3,350+100.7% |
| Admin fee / account holder | $7,196 | $489+1370.9% | $6,675+7.8% | $521+1281.3% |