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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 | $103,060 | $59,819+72.3% | $79,583+29.5% | $68,490+50.5% |
| Participation rate | 37.9% | 61.1%-23.1pp | 69.5%-31.6pp | 67.9%-30.0pp |
| Annual return | -16.43% | -12.30%-4.1pp | 0.16%-16.6pp | -7.85%-8.6pp |
| Employer contribution / active EE | $265 | $1,505-82.4% | $2,414-89.0% | $2,597-89.8% |
| Participant deferral / active EE | $2,048 | $3,025-32.3% | $3,986-48.6% | $4,028-49.1% |
| Admin fee / account holder | $9,374 | $4,835+93.9% | $6,835+37.1% | $5,403+73.5% |