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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 | $90,516 | $73,009+24.0% | $90,756-0.3% | $68,495+32.1% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | -15.05% | -13.81%-1.2pp | -12.16%-2.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $493 | $2,193-77.5% | $2,922-83.1% | $2,596-81.0% |
| Participant deferral / active EE | $2,474 | $3,626-31.8% | $4,565-45.8% | $4,028-38.6% |
| Admin fee / account holder | $1,088 | $5,896-81.5% | $8,445-87.1% | $5,403-79.9% |