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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 | $129,568 | $71,878+80.3% | $86,698+49.4% | $68,486+89.2% |
| Participation rate | 25.0% | 72.2%-47.2pp | 76.6%-51.6pp | 67.9%-42.9pp |
| Annual return | -0.20% | 3.53%-3.7pp | 35.95%-36.1pp | -7.85%+7.7pp |
| Employer contribution / active EE | $509 | $2,173-76.6% | $2,837-82.1% | $2,597-80.4% |
| Participant deferral / active EE | $2,579 | $3,779-31.7% | $4,656-44.6% | $4,028-36.0% |
| Admin fee / account holder | $13,849 | $6,113+126.6% | $7,493+84.8% | $5,404+156.3% |