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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 | $83,371 | $59,819+39.4% | $79,583+4.8% | $68,490+21.7% |
| Participation rate | 69.5% | 61.1%+8.4pp | 69.5%0pp | 67.9%+1.6pp |
| Annual return | -18.21% | -12.30%-5.9pp | 0.16%-18.4pp | -7.85%-10.4pp |
| Employer contribution / active EE | $191 | $1,505-87.3% | $2,414-92.1% | $2,597-92.6% |
| Participant deferral / active EE | $4,381 | $3,025+44.8% | $3,986+9.9% | $4,028+8.8% |
| Admin fee / account holder | $5,541 | $4,835+14.6% | $6,835-18.9% | $5,403+2.6% |