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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 | $115,032 | $64,176+79.2% | $112,263+2.5% | $66,949+71.8% |
| Participation rate | 62.3% | 68.4%-6.2pp | 75.1%-12.8pp | 69.8%-7.6pp |
| Annual return | -15.35% | -13.80%-1.6pp | 27.49%-42.8pp | 1.57%-16.9pp |
| Employer contribution / active EE | $631 | $3,007-79.0% | $3,636-82.6% | $2,545-75.2% |
| Participant deferral / active EE | $4,798 | $3,694+29.9% | $4,729+1.5% | $4,239+13.2% |
| Admin fee / account holder | $4,070 | $626+550.3% | $6,410-36.5% | $594+585.7% |