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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 | $144,466 | $59,834+141.4% | $79,576+81.5% | $68,495+110.9% |
| Participation rate | 43.5% | 61.1%-17.6pp | 69.5%-26.0pp | 67.9%-24.4pp |
| Annual return | -14.71% | -12.30%-2.4pp | 0.15%-14.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $213 | $1,505-85.8% | $2,413-91.2% | $2,596-91.8% |
| Participant deferral / active EE | $3,779 | $3,024+24.9% | $3,985-5.2% | $4,028-6.2% |
| Admin fee / account holder | $13,512 | $4,835+179.4% | $6,834+97.7% | $5,403+150.1% |