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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 | $114,691 | $71,872+59.6% | $86,691+32.3% | $68,495+67.4% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -17.04% | 3.53%-20.6pp | 35.94%-53.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $395 | $2,173-81.8% | $2,837-86.1% | $2,596-84.8% |
| Participant deferral / active EE | $3,687 | $3,779-2.4% | $4,656-20.8% | $4,028-8.5% |
| Admin fee / account holder | $8,016 | $6,112+31.1% | $7,492+7.0% | $5,403+48.4% |