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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 | $124,558 | $105,866+17.7% | $90,766+37.2% | $134,545-7.4% |
| Participation rate | 45.8% | 78.3%-32.4pp | 75.7%-29.9pp | 81.2%-35.4pp |
| Annual return | -15.91% | -10.99%-4.9pp | -12.16%-3.8pp | 418.37%-434.3pp |
| Employer contribution / active EE | $320 | $3,464-90.8% | $2,922-89.0% | $4,742-93.3% |
| Participant deferral / active EE | $1,663 | $5,217-68.1% | $4,565-63.6% | $6,401-74.0% |
| Admin fee / account holder | $636 | $13,938-95.4% | $8,446-92.5% | $11,431-94.4% |