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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 | $165,569 | $112,300+47.4% | $90,223+83.5% | $125,389+32.0% |
| Participation rate | 45.5% | 82.9%-37.4pp | 79.0%-33.6pp | 83.2%-37.7pp |
| Annual return | -2.28% | -0.57%-1.7pp | 1.31%-3.6pp | 282.24%-284.5pp |
| Employer contribution / active EE | $1,097 | $5,181-78.8% | $4,378-74.9% | $4,866-77.5% |
| Participant deferral / active EE | $3,085 | $6,733-54.2% | $5,792-46.7% | $5,352-42.4% |
| Admin fee / account holder | $6,437 | $10,990-41.4% | $7,406-13.1% | $9,541-32.5% |