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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 | $77,733 | $59,819+29.9% | $79,583-2.3% | $68,490+13.5% |
| Participation rate | 60.8% | 61.1%-0.3pp | 69.5%-8.7pp | 67.9%-7.1pp |
| Annual return | -17.80% | -12.30%-5.5pp | 0.16%-18.0pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,140 | $3,025+69.9% | $3,986+29.0% | $4,028+27.6% |
| Admin fee / account holder | $4,720 | $4,835-2.4% | $6,835-30.9% | $5,403-12.6% |