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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 | $110,456 | $69,977+57.8% | $108,582+1.7% | $62,881+75.7% |
| Participation rate | 59.4% | 72.9%-13.5pp | 79.6%-20.2pp | 69.3%-9.9pp |
| Annual return | 4.82% | 10.73%-5.9pp | -51.70%+56.5pp | 20.14%-15.3pp |
| Employer contribution / active EE | $26 | $2,135-98.8% | $3,758-99.3% | $2,281-98.8% |
| Participant deferral / active EE | $1,575 | $3,165-50.2% | $4,311-63.5% | $3,203-50.8% |
| Admin fee / account holder | $2,491 | $5,076-50.9% | $7,645-67.4% | $4,296-42.0% |