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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 | $90,516 | $64,716+39.9% | $112,258-19.4% | $68,495+32.2% |
| Participation rate | 68.9% | 67.2%+1.7pp | 75.1%-6.2pp | 67.9%+1.0pp |
| Annual return | -13.88% | -11.40%-2.5pp | 27.47%-41.4pp | -7.84%-6.0pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,294 | $3,565+20.4% | $4,728-9.2% | $4,028+6.6% |
| Admin fee / account holder | $4,125 | $5,232-21.1% | $6,411-35.7% | $5,403-23.6% |