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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 | $80,169 | $64,176+24.9% | $112,263-28.6% | $66,949+19.7% |
| Participation rate | 27.0% | 68.4%-41.4pp | 75.1%-48.0pp | 69.8%-42.8pp |
| Annual return | -16.70% | -13.80%-2.9pp | 27.49%-44.2pp | 1.57%-18.3pp |
| Employer contribution / active EE | $667 | $3,007-77.8% | $3,636-81.7% | $2,545-73.8% |
| Participant deferral / active EE | $2,219 | $3,694-39.9% | $4,729-53.1% | $4,239-47.6% |
| Admin fee / account holder | $777 | $626+24.2% | $6,410-87.9% | $594+31.0% |