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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 | $109,880 | $73,009+50.5% | $90,760+21.1% | $68,486+60.4% |
| Participation rate | 63.6% | 70.8%-7.2pp | 75.7%-12.1pp | 67.9%-4.3pp |
| Annual return | -12.92% | -13.81%+0.9pp | -12.16%-0.8pp | -7.85%-5.1pp |
| Employer contribution / active EE | $456 | $2,193-79.2% | $2,922-84.4% | $2,597-82.4% |
| Participant deferral / active EE | $2,346 | $3,626-35.3% | $4,565-48.6% | $4,028-41.8% |
| Admin fee / account holder | $10,305 | $5,896+74.8% | $8,444+22.0% | $5,404+90.7% |