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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 | $104,340 | $81,870+27.4% | $119,622-12.8% | $68,486+52.4% |
| Participation rate | 57.1% | 71.9%-14.8pp | 79.3%-22.1pp | 67.9%-10.8pp |
| Annual return | -18.55% | -23.82%+5.3pp | -14.98%-3.6pp | -7.85%-10.7pp |
| Employer contribution / active EE | $252 | $2,692-90.6% | $4,232-94.0% | $2,597-90.3% |
| Participant deferral / active EE | $4,913 | $4,148+18.4% | $5,601-12.3% | $4,028+22.0% |
| Admin fee / account holder | $23,370 | $6,583+255.0% | $10,328+126.3% | $5,404+332.5% |