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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 | $88,365 | $71,878+22.9% | $86,698+1.9% | $68,486+29.0% |
| Participation rate | 41.1% | 72.2%-31.2pp | 76.6%-35.5pp | 67.9%-26.8pp |
| Annual return | -12.18% | 3.53%-15.7pp | 35.95%-48.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $205 | $2,173-90.6% | $2,837-92.8% | $2,597-92.1% |
| Participant deferral / active EE | $2,393 | $3,779-36.7% | $4,656-48.6% | $4,028-40.6% |
| Admin fee / account holder | $456 | $6,113-92.5% | $7,493-93.9% | $5,404-91.6% |