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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 | $104,469 | $62,583+66.9% | $76,767+36.1% | $64,173+62.8% |
| Participation rate | 51.1% | 72.8%-21.7pp | 77.0%-25.9pp | 69.6%-18.5pp |
| Annual return | -6.06% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $295 | $1,832-83.9% | $2,485-88.1% | $2,381-87.6% |
| Participant deferral / active EE | $3,014 | $3,145-4.2% | $3,852-21.7% | $3,470-13.1% |
| Admin fee / account holder | $6,964 | $4,667+49.2% | $6,675+4.3% | $4,887+42.5% |