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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 | $139,638 | $71,878+94.3% | $86,698+61.1% | $68,486+103.9% |
| Participation rate | 60.9% | 72.2%-11.4pp | 76.6%-15.7pp | 67.9%-7.0pp |
| Annual return | -13.20% | 3.53%-16.7pp | 35.95%-49.1pp | -7.85%-5.3pp |
| Employer contribution / active EE | $312 | $2,173-85.7% | $2,837-89.0% | $2,597-88.0% |
| Participant deferral / active EE | $4,884 | $3,779+29.2% | $4,656+4.9% | $4,028+21.3% |
| Admin fee / account holder | $16,334 | $6,113+167.2% | $7,493+118.0% | $5,404+202.3% |