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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 | $99,648 | $73,019+36.5% | $90,766+9.8% | $68,490+45.5% |
| Participation rate | 57.5% | 70.8%-13.3pp | 75.7%-18.2pp | 67.9%-10.4pp |
| Annual return | -14.39% | -13.81%-0.6pp | -12.16%-2.2pp | -7.85%-6.5pp |
| Employer contribution / active EE | $290 | $2,193-86.8% | $2,922-90.1% | $2,597-88.8% |
| Participant deferral / active EE | $2,432 | $3,626-32.9% | $4,565-46.7% | $4,028-39.6% |
| Admin fee / account holder | $2,154 | $5,897-63.5% | $8,446-74.5% | $5,403-60.1% |