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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 | $75,939 | $48,267+57.3% | $68,808+10.4% | $68,486+10.9% |
| Participation rate | 67.3% | 60.7%+6.7pp | 69.0%-1.7pp | 67.9%-0.5pp |
| Annual return | -15.18% | -12.70%-2.5pp | -6.37%-8.8pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,099 | $2,867+8.1% | $3,942-21.4% | $4,028-23.1% |
| Admin fee / account holder | $12,139 | $4,362+178.3% | $4,936+145.9% | $5,404+124.6% |