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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 | $99,899 | $73,019+36.8% | $90,766+10.1% | $68,490+45.9% |
| Participation rate | 66.0% | 70.8%-4.8pp | 75.7%-9.7pp | 67.9%-1.9pp |
| Annual return | -6.55% | -13.81%+7.3pp | -12.16%+5.6pp | -7.85%+1.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,996 | $3,626+10.2% | $4,565-12.5% | $4,028-0.8% |
| Admin fee / account holder | $3,103 | $5,897-47.4% | $8,446-63.3% | $5,403-42.6% |