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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 | $85,879 | $71,873+19.5% | $86,698-0.9% | $68,490+25.4% |
| Participation rate | 51.1% | 72.2%-21.2pp | 76.6%-25.5pp | 67.9%-16.8pp |
| Annual return | -10.39% | 3.54%-13.9pp | 35.96%-46.4pp | -7.85%-2.5pp |
| Employer contribution / active EE | $193 | $2,173-91.1% | $2,837-93.2% | $2,597-92.6% |
| Participant deferral / active EE | $1,807 | $3,779-52.2% | $4,656-61.2% | $4,028-55.1% |
| Admin fee / account holder | $7,903 | $6,110+29.3% | $7,492+5.5% | $5,403+46.3% |