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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 | $111,204 | $73,009+52.3% | $90,756+22.5% | $68,495+62.4% |
| Participation rate | 43.8% | 70.8%-27.1pp | 75.7%-31.9pp | 67.9%-24.1pp |
| Annual return | -14.92% | -13.81%-1.1pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $334 | $2,193-84.8% | $2,922-88.6% | $2,596-87.1% |
| Participant deferral / active EE | $2,680 | $3,626-26.1% | $4,565-41.3% | $4,028-33.5% |
| Admin fee / account holder | $3,733 | $5,896-36.7% | $8,445-55.8% | $5,403-30.9% |