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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 | $99,686 | $42,383+135.2% | $76,518+30.3% | $64,173+55.3% |
| Participation rate | 60.0% | 58.1%+1.9pp | 68.0%-8.0pp | 69.6%-9.6pp |
| Annual return | -0.10% | -16.54%+16.4pp | -0.27%+0.2pp | 7.63%-7.7pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,145 | $2,566+256.3% | $3,836+138.4% | $3,470+163.6% |
| Admin fee / account holder | $14,560 | $3,198+355.3% | $4,849+200.3% | $4,887+197.9% |