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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 | $124,523 | $71,878+73.2% | $86,698+43.6% | $68,486+81.8% |
| Participation rate | 36.1% | 72.2%-36.1pp | 76.6%-40.5pp | 67.9%-31.8pp |
| Annual return | -9.35% | 3.53%-12.9pp | 35.95%-45.3pp | -7.85%-1.5pp |
| Employer contribution / active EE | $357 | $2,173-83.6% | $2,837-87.4% | $2,597-86.2% |
| Participant deferral / active EE | $2,858 | $3,779-24.4% | $4,656-38.6% | $4,028-29.0% |
| Admin fee / account holder | $6,869 | $6,113+12.4% | $7,493-8.3% | $5,404+27.1% |