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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 | $97,464 | $37,463+160.2% | $77,096+26.4% | $66,938+45.6% |
| Participation rate | 27.2% | 52.9%-25.7pp | 67.9%-40.7pp | 69.8%-42.6pp |
| Annual return | -14.09% | -3.25%-10.8pp | 42.35%-56.4pp | 1.58%-15.7pp |
| Employer contribution / active EE | $155 | $1,535-89.9% | $2,814-94.5% | $2,545-93.9% |
| Participant deferral / active EE | $3,151 | $2,621+20.2% | $4,429-28.9% | $4,238-25.7% |
| Admin fee / account holder | $1,517 | $568+167.0% | $5,428-72.1% | $594+155.5% |