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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 | $114,844 | $71,873+59.8% | $86,698+32.5% | $68,490+67.7% |
| Participation rate | 61.3% | 72.2%-11.0pp | 76.6%-15.3pp | 67.9%-6.6pp |
| Annual return | -13.73% | 3.54%-17.3pp | 35.96%-49.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,221 | $3,779+64.6% | $4,656+33.6% | $4,028+54.4% |
| Admin fee / account holder | $1,779 | $6,110-70.9% | $7,492-76.3% | $5,403-67.1% |