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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 | $124,433 | $73,009+70.4% | $90,760+37.1% | $68,486+81.7% |
| Participation rate | 57.1% | 70.8%-13.7pp | 75.7%-18.6pp | 67.9%-10.8pp |
| Annual return | -14.84% | -13.81%-1.0pp | -12.16%-2.7pp | -7.85%-7.0pp |
| Employer contribution / active EE | $380 | $2,193-82.7% | $2,922-87.0% | $2,597-85.4% |
| Participant deferral / active EE | $2,419 | $3,626-33.3% | $4,565-47.0% | $4,028-39.9% |
| Admin fee / account holder | $2,134 | $5,896-63.8% | $8,444-74.7% | $5,404-60.5% |