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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 | $91,787 | $71,891+27.7% | $86,690+5.9% | $68,498+34.0% |
| Participation rate | 35.4% | 72.2%-36.8pp | 76.6%-41.2pp | 67.9%-32.5pp |
| Annual return | -18.10% | 3.53%-21.6pp | 35.93%-54.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $375 | $2,173-82.7% | $2,837-86.8% | $2,596-85.6% |
| Participant deferral / active EE | $2,573 | $3,779-31.9% | $4,656-44.7% | $4,027-36.1% |
| Admin fee / account holder | $602 | $6,112-90.2% | $7,490-92.0% | $5,403-88.9% |