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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 | $190,707 | $72,404+163.4% | $110,243+73.0% | $64,173+197.2% |
| Participation rate | 63.6% | 73.3%-9.7pp | 79.8%-16.2pp | 69.6%-5.9pp |
| Annual return | -7.30% | -6.29%-1.0pp | 314.76%-322.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $459 | $2,282-79.9% | $3,827-88.0% | $2,381-80.7% |
| Participant deferral / active EE | $2,743 | $3,469-20.9% | $4,672-41.3% | $3,470-21.0% |
| Admin fee / account holder | $1,792 | $5,664-68.4% | $8,548-79.0% | $4,887-63.3% |