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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 | $107,489 | $49,280+118.1% | $67,313+59.7% | $64,173+67.5% |
| Participation rate | 63.6% | 60.8%+2.9pp | 69.1%-5.4pp | 69.6%-5.9pp |
| Annual return | -8.17% | -1.39%-6.8pp | -4.08%-4.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,438 | $2,484+38.4% | $3,568-3.7% | $3,470-0.9% |
| Admin fee / account holder | $9,821 | $3,863+154.3% | $4,507+117.9% | $4,887+100.9% |