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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 | $98,753 | $62,586+57.8% | $76,766+28.6% | $64,181+53.9% |
| Participation rate | 60.0% | 72.8%-12.8pp | 77.0%-17.0pp | 69.6%-9.6pp |
| Annual return | -4.61% | -1.95%-2.7pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,674 | $3,145+48.6% | $3,851+21.4% | $3,470+34.7% |
| Admin fee / account holder | $12,156 | $4,667+160.5% | $6,675+82.1% | $4,887+148.7% |