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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 | $123,984 | $81,870+51.4% | $119,622+3.6% | $68,486+81.0% |
| Participation rate | 55.6% | 71.9%-16.3pp | 79.3%-23.7pp | 67.9%-12.3pp |
| Annual return | -12.73% | -23.82%+11.1pp | -14.98%+2.3pp | -7.85%-4.9pp |
| Employer contribution / active EE | $287 | $2,692-89.3% | $4,232-93.2% | $2,597-88.9% |
| Participant deferral / active EE | $4,617 | $4,148+11.3% | $5,601-17.6% | $4,028+14.6% |
| Admin fee / account holder | $13,673 | $6,583+107.7% | $10,328+32.4% | $5,404+153.0% |