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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 | $174,168 | $83,427+108.8% | $115,756+50.5% | $68,486+154.3% |
| Participation rate | 52.1% | 71.9%-19.8pp | 77.1%-25.0pp | 67.9%-15.8pp |
| Annual return | -16.57% | -10.95%-5.6pp | 143.14%-159.7pp | -7.85%-8.7pp |
| Employer contribution / active EE | $554 | $3,075-82.0% | $3,793-85.4% | $2,597-78.7% |
| Participant deferral / active EE | $7,525 | $5,355+40.5% | $6,254+20.3% | $4,028+86.8% |
| Admin fee / account holder | $7,560 | $5,708+32.4% | $8,124-7.0% | $5,404+39.9% |