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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 | $142,397 | $73,019+95.0% | $90,766+56.9% | $68,490+107.9% |
| Participation rate | 68.0% | 70.8%-2.8pp | 75.7%-7.7pp | 67.9%+0.1pp |
| Annual return | -15.64% | -13.81%-1.8pp | -12.16%-3.5pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,460 | $3,626+23.0% | $4,565-2.3% | $4,028+10.7% |
| Admin fee / account holder | $4,483 | $5,897-24.0% | $8,446-46.9% | $5,403-17.0% |