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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 | $93,189 | $73,848+26.2% | $143,799-35.2% | $68,486+36.1% |
| Participation rate | 38.9% | 66.7%-27.8pp | 80.3%-41.4pp | 67.9%-29.0pp |
| Annual return | -18.99% | 0.91%-19.9pp | -0.04%-18.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $208 | $3,184-93.5% | $4,952-95.8% | $2,597-92.0% |
| Participant deferral / active EE | $1,180 | $3,385-65.1% | $5,638-79.1% | $4,028-70.7% |
| Admin fee / account holder | $424 | $5,755-92.6% | $14,677-97.1% | $5,404-92.2% |