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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 | $88,610 | $71,872+23.3% | $86,691+2.2% | $68,495+29.4% |
| Participation rate | 34.5% | 72.2%-37.8pp | 76.6%-42.1pp | 67.9%-33.4pp |
| Annual return | -11.60% | 3.53%-15.1pp | 35.94%-47.5pp | -7.84%-3.8pp |
| Employer contribution / active EE | $547 | $2,173-74.8% | $2,837-80.7% | $2,596-78.9% |
| Participant deferral / active EE | $2,203 | $3,779-41.7% | $4,656-52.7% | $4,028-45.3% |
| Admin fee / account holder | $91,992 | $6,112+1405.1% | $7,492+1127.9% | $5,403+1602.5% |