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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 | $111,843 | $50,947+119.5% | $74,549+50.0% | $64,173+74.3% |
| Participation rate | 40.3% | 61.1%-20.8pp | 69.1%-28.9pp | 69.6%-29.3pp |
| Annual return | -7.17% | -1.85%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $88 | $1,115-92.1% | $1,961-95.5% | $2,381-96.3% |
| Participant deferral / active EE | $3,046 | $2,302+32.3% | $3,108-2.0% | $3,470-12.2% |
| Admin fee / account holder | $3,288 | $4,221-22.1% | $5,059-35.0% | $4,887-32.7% |