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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 | $114,236 | $92,219+23.9% | $76,767+48.8% | $135,380-15.6% |
| Participation rate | 56.5% | 79.8%-23.2pp | 77.0%-20.4pp | 82.6%-26.1pp |
| Annual return | -8.35% | 5.46%-13.8pp | 2.43%-10.8pp | 519.81%-528.2pp |
| Employer contribution / active EE | $321 | $3,216-90.0% | $2,485-87.1% | $4,779-93.3% |
| Participant deferral / active EE | $2,938 | $4,508-34.8% | $3,852-23.7% | $5,609-47.6% |
| Admin fee / account holder | $2,914 | $10,749-72.9% | $6,675-56.3% | $10,828-73.1% |