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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 | $111,698 | $71,872+55.4% | $86,691+28.8% | $68,495+63.1% |
| Participation rate | 39.3% | 72.2%-33.0pp | 76.6%-37.3pp | 67.9%-28.6pp |
| Annual return | -15.73% | 3.53%-19.3pp | 35.94%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $374 | $2,173-82.8% | $2,837-86.8% | $2,596-85.6% |
| Participant deferral / active EE | $3,740 | $3,779-1.0% | $4,656-19.7% | $4,028-7.1% |
| Admin fee / account holder | $5,495 | $6,112-10.1% | $7,492-26.7% | $5,403+1.7% |