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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 | $105,198 | $62,589+68.1% | $76,768+37.0% | $64,173+63.9% |
| Participation rate | 60.3% | 72.8%-12.5pp | 77.0%-16.6pp | 69.6%-9.3pp |
| Annual return | -5.60% | -1.95%-3.7pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,079 | $3,145+61.5% | $3,852+31.9% | $3,470+46.4% |
| Admin fee / account holder | $1,143 | $4,667-75.5% | $6,675-82.9% | $4,887-76.6% |