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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 | $101,699 | $53,162+91.3% | $91,225+11.5% | $68,486+48.5% |
| Participation rate | 65.4% | 63.2%+2.2pp | 73.2%-7.8pp | 67.9%-2.5pp |
| Annual return | -13.92% | -3.14%-10.8pp | 114.12%-128.0pp | -7.85%-6.1pp |
| Employer contribution / active EE | $262 | $1,709-84.7% | $2,851-90.8% | $2,597-89.9% |
| Participant deferral / active EE | $4,674 | $2,974+57.2% | $4,233+10.4% | $4,028+16.0% |
| Admin fee / account holder | $4,173 | $4,493-7.1% | $5,422-23.0% | $5,404-22.8% |