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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 | $92,797 | $73,009+27.1% | $90,760+2.2% | $68,486+35.5% |
| Participation rate | 69.2% | 70.8%-1.6pp | 75.7%-6.5pp | 67.9%+1.3pp |
| Annual return | -16.04% | -13.81%-2.2pp | -12.16%-3.9pp | -7.85%-8.2pp |
| Employer contribution / active EE | $205 | $2,193-90.6% | $2,922-93.0% | $2,597-92.1% |
| Participant deferral / active EE | $7,781 | $3,626+114.6% | $4,565+70.4% | $4,028+93.2% |
| Admin fee / account holder | $19,400 | $5,896+229.1% | $8,444+129.7% | $5,404+259.0% |