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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 | $132,415 | $72,639+82.3% | $90,766+45.9% | $66,949+97.8% |
| Participation rate | 55.8% | 73.7%-17.9pp | 75.7%-19.9pp | 69.8%-14.1pp |
| Annual return | -15.11% | -12.28%-2.8pp | -12.16%-2.9pp | 1.57%-16.7pp |
| Employer contribution / active EE | $532 | $2,369-77.6% | $2,922-81.8% | $2,545-79.1% |
| Participant deferral / active EE | $4,817 | $3,979+21.1% | $4,565+5.5% | $4,239+13.6% |
| Admin fee / account holder | $23,957 | $708+3286.0% | $8,446+183.7% | $594+3936.0% |