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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 | $148,453 | $50,947+191.4% | $74,549+99.1% | $64,173+131.3% |
| Participation rate | 45.7% | 61.1%-15.3pp | 69.1%-23.4pp | 69.6%-23.9pp |
| Annual return | -7.11% | -1.85%-5.3pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $81 | $1,115-92.7% | $1,961-95.9% | $2,381-96.6% |
| Participant deferral / active EE | $3,379 | $2,302+46.8% | $3,108+8.7% | $3,470-2.6% |
| Admin fee / account holder | $5,452 | $4,221+29.2% | $5,059+7.8% | $4,887+11.5% |