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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 | $88,048 | $57,350+53.5% | $83,850+5.0% | $64,181+37.2% |
| Participation rate | 65.6% | 68.6%-3.0pp | 76.1%-10.5pp | 69.6%-3.9pp |
| Annual return | -0.30% | 11.38%-11.7pp | 850.92%-851.2pp | 7.63%-7.9pp |
| Employer contribution / active EE | $183 | $2,545-92.8% | $3,631-95.0% | $2,381-92.3% |
| Participant deferral / active EE | $4,007 | $2,993+33.9% | $4,082-1.8% | $3,470+15.5% |
| Admin fee / account holder | $4,555 | $4,046+12.6% | $5,478-16.9% | $4,887-6.8% |