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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 | $102,113 | $57,352+78.0% | $83,830+21.8% | $64,173+59.1% |
| Participation rate | 41.9% | 68.6%-26.7pp | 76.1%-34.3pp | 69.6%-27.7pp |
| Annual return | -7.84% | 11.38%-19.2pp | 850.97%-858.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $475 | $2,546-81.3% | $3,631-86.9% | $2,381-80.0% |
| Participant deferral / active EE | $3,570 | $2,993+19.3% | $4,082-12.5% | $3,470+2.9% |
| Admin fee / account holder | $6,059 | $4,046+49.7% | $5,479+10.6% | $4,887+24.0% |