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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 | $101,991 | $71,873+41.9% | $86,698+17.6% | $68,490+48.9% |
| Participation rate | 37.0% | 72.2%-35.2pp | 76.6%-39.6pp | 67.9%-30.9pp |
| Annual return | -17.64% | 3.54%-21.2pp | 35.96%-53.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $402 | $2,173-81.5% | $2,837-85.8% | $2,597-84.5% |
| Participant deferral / active EE | $1,950 | $3,779-48.4% | $4,656-58.1% | $4,028-51.6% |
| Admin fee / account holder | $15,692 | $6,110+156.8% | $7,492+109.5% | $5,403+190.4% |