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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 | $79,977 | $72,404+10.5% | $110,243-27.5% | $64,173+24.6% |
| Participation rate | 48.6% | 73.3%-24.8pp | 79.8%-31.3pp | 69.6%-21.0pp |
| Annual return | -5.33% | -6.29%+1.0pp | 314.76%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $272 | $2,282-88.1% | $3,827-92.9% | $2,381-88.6% |
| Participant deferral / active EE | $3,552 | $3,469+2.4% | $4,672-24.0% | $3,470+2.4% |
| Admin fee / account holder | $11,491 | $5,664+102.9% | $8,548+34.4% | $4,887+135.1% |