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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 | $80,012 | $33,067+142.0% | $76,518+4.6% | $56,289+42.1% |
| Participation rate | 27.5% | 55.4%-27.9pp | 68.0%-40.5pp | 69.9%-42.4pp |
| Annual return | -5.25% | 2.72%-8.0pp | -0.27%-5.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $129 | $1,200-89.3% | $2,647-95.1% | $2,111-93.9% |
| Participant deferral / active EE | $3,231 | $2,240+44.2% | $3,836-15.8% | $3,350-3.6% |
| Admin fee / account holder | $2,765 | $537+415.1% | $4,849-43.0% | $521+430.8% |