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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 | $147,795 | $99,032+49.2% | $80,022+84.7% | $135,382+9.2% |
| Participation rate | 41.2% | 78.4%-37.2pp | 75.8%-34.7pp | 82.6%-41.5pp |
| Annual return | -5.36% | 15.39%-20.7pp | 11.22%-16.6pp | 519.77%-525.1pp |
| Employer contribution / active EE | $282 | $3,043-90.7% | $2,468-88.6% | $4,779-94.1% |
| Participant deferral / active EE | $3,024 | $4,282-29.4% | $3,686-18.0% | $5,609-46.1% |
| Admin fee / account holder | $1,027 | $10,436-90.2% | $6,521-84.2% | $10,829-90.5% |