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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 | $125,025 | $64,719+93.2% | $112,249+11.4% | $68,486+82.6% |
| Participation rate | 52.0% | 67.2%-15.2pp | 75.1%-23.1pp | 67.9%-15.9pp |
| Annual return | -16.42% | -11.40%-5.0pp | 27.48%-43.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $603 | $2,747-78.1% | $3,636-83.4% | $2,597-76.8% |
| Participant deferral / active EE | $3,940 | $3,565+10.5% | $4,729-16.7% | $4,028-2.2% |
| Admin fee / account holder | $1,912 | $5,232-63.5% | $6,412-70.2% | $5,404-64.6% |