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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 | $144,647 | $81,870+76.7% | $119,622+20.9% | $68,486+111.2% |
| Participation rate | 44.4% | 71.9%-27.4pp | 79.3%-34.8pp | 67.9%-23.4pp |
| Annual return | -12.04% | -23.82%+11.8pp | -14.98%+2.9pp | -7.85%-4.2pp |
| Employer contribution / active EE | $488 | $2,692-81.9% | $4,232-88.5% | $2,597-81.2% |
| Participant deferral / active EE | $2,781 | $4,148-33.0% | $5,601-50.3% | $4,028-31.0% |
| Admin fee / account holder | $21,951 | $6,583+233.4% | $10,328+112.5% | $5,404+306.2% |