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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 | $84,664 | $48,235+75.5% | $68,803+23.1% | $68,490+23.6% |
| Participation rate | 28.2% | 60.7%-32.5pp | 69.0%-40.9pp | 67.9%-39.7pp |
| Annual return | -17.82% | -12.70%-5.1pp | -6.37%-11.4pp | -7.85%-10.0pp |
| Employer contribution / active EE | $136 | $1,829-92.6% | $2,656-94.9% | $2,597-94.8% |
| Participant deferral / active EE | $1,841 | $2,867-35.8% | $3,942-53.3% | $4,028-54.3% |
| Admin fee / account holder | $456 | $4,361-89.5% | $4,936-90.8% | $5,403-91.6% |