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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 | $117,263 | $67,411+74.0% | $91,004+28.9% | $70,126+67.2% |
| Participation rate | 64.1% | 71.4%-7.3pp | 75.6%-11.5pp | 69.5%-5.5pp |
| Annual return | 15.35% | -40.16%+55.5pp | 4.60%+10.8pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,751 | $2,823+103.7% | $3,548+62.1% | $3,332+72.6% |
| Admin fee / account holder | $6,799 | $4,236+60.5% | $5,417+25.5% | $4,645+46.4% |