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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 | $194,846 | $64,729+201.0% | $112,263+73.6% | $68,490+184.5% |
| Participation rate | 28.4% | 67.2%-38.8pp | 75.1%-46.7pp | 67.9%-39.5pp |
| Annual return | -15.44% | -11.40%-4.0pp | 27.49%-42.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $109 | $2,746-96.0% | $3,636-97.0% | $2,597-95.8% |
| Participant deferral / active EE | $1,907 | $3,566-46.5% | $4,729-59.7% | $4,028-52.7% |
| Admin fee / account holder | $5,327 | $5,222+2.0% | $6,410-16.9% | $5,403-1.4% |