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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 | $246,093 | $58,600+320.0% | $83,327+195.3% | $64,173+283.5% |
| Participation rate | 64.0% | 72.0%-8.0pp | 77.8%-13.8pp | 69.6%-5.6pp |
| Annual return | -4.14% | 9.66%-13.8pp | 10.64%-14.8pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,454 | $4,656+81.6% | $5,565+51.9% | $3,470+143.7% |
| Admin fee / account holder | $5,271 | $9,282-43.2% | $7,540-30.1% | $4,887+7.9% |