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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 | $105,564 | $94,529+11.7% | $140,019-24.6% | $64,173+64.5% |
| Participation rate | 41.9% | 84.1%-42.2pp | 87.5%-45.6pp | 69.6%-27.6pp |
| Annual return | -5.75% | 7.77%-13.5pp | 651.17%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $996 | $3,812-73.9% | $5,605-82.2% | $2,381-58.2% |
| Participant deferral / active EE | $3,672 | $5,250-30.1% | $6,927-47.0% | $3,470+5.8% |
| Admin fee / account holder | $745 | $6,741-88.9% | $10,705-93.0% | $4,887-84.8% |