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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 | $104,135 | $71,872+44.9% | $86,691+20.1% | $68,495+52.0% |
| Participation rate | 44.4% | 72.2%-27.8pp | 76.6%-32.1pp | 67.9%-23.4pp |
| Annual return | -16.72% | 3.53%-20.3pp | 35.94%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $241 | $2,173-88.9% | $2,837-91.5% | $2,596-90.7% |
| Participant deferral / active EE | $3,987 | $3,779+5.5% | $4,656-14.4% | $4,028-1.0% |
| Admin fee / account holder | $4,341 | $6,112-29.0% | $7,492-42.1% | $5,403-19.7% |