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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 | $132,708 | $92,219+43.9% | $76,767+72.9% | $135,380-2.0% |
| Participation rate | 27.3% | 79.8%-52.5pp | 77.0%-49.7pp | 82.6%-55.4pp |
| Annual return | -3.84% | 5.46%-9.3pp | 2.43%-6.3pp | 519.81%-523.6pp |
| Employer contribution / active EE | $232 | $3,216-92.8% | $2,485-90.7% | $4,779-95.1% |
| Participant deferral / active EE | $1,456 | $4,508-67.7% | $3,852-62.2% | $5,609-74.0% |
| Admin fee / account holder | $14,523 | $10,749+35.1% | $6,675+117.6% | $10,828+34.1% |