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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 | $149,332 | $92,219+61.9% | $76,767+94.5% | $135,380+10.3% |
| Participation rate | 58.3% | 79.8%-21.4pp | 77.0%-18.6pp | 82.6%-24.3pp |
| Annual return | -4.31% | 5.46%-9.8pp | 2.43%-6.7pp | 519.81%-524.1pp |
| Employer contribution / active EE | $333 | $3,216-89.6% | $2,485-86.6% | $4,779-93.0% |
| Participant deferral / active EE | $1,521 | $4,508-66.3% | $3,852-60.5% | $5,609-72.9% |
| Admin fee / account holder | $732 | $10,749-93.2% | $6,675-89.0% | $10,828-93.2% |