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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 | $127,583 | $57,350+122.5% | $83,850+52.2% | $64,181+98.8% |
| Participation rate | 19.4% | 68.6%-49.3pp | 76.1%-56.8pp | 69.6%-50.2pp |
| Annual return | -7.79% | 11.38%-19.2pp | 850.92%-858.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $430 | $2,545-83.1% | $3,631-88.2% | $2,381-81.9% |
| Participant deferral / active EE | $2,889 | $2,993-3.5% | $4,082-29.2% | $3,470-16.7% |
| Admin fee / account holder | $1,784 | $4,046-55.9% | $5,478-67.4% | $4,887-63.5% |