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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 | $174,218 | $79,633+118.8% | $93,759+85.8% | $68,495+154.4% |
| Participation rate | 67.9% | 75.4%-7.5pp | 81.0%-13.1pp | 67.9%0pp |
| Annual return | -14.56% | -0.10%-14.5pp | -11.33%-3.2pp | -7.84%-6.7pp |
| Employer contribution / active EE | $602 | $3,665-83.6% | $4,324-86.1% | $2,596-76.8% |
| Participant deferral / active EE | $4,433 | $5,158-14.0% | $6,096-27.3% | $4,028+10.1% |
| Admin fee / account holder | $1,832 | $6,871-73.3% | $7,197-74.5% | $5,403-66.1% |