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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 | $80,146 | $81,870-2.1% | $119,608-33.0% | $68,495+17.0% |
| Participation rate | 35.4% | 71.9%-36.5pp | 79.3%-43.8pp | 67.9%-32.5pp |
| Annual return | -14.49% | -23.82%+9.3pp | -14.98%+0.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $601 | $2,692-77.7% | $4,232-85.8% | $2,596-76.8% |
| Participant deferral / active EE | $3,041 | $4,148-26.7% | $5,601-45.7% | $4,028-24.5% |
| Admin fee / account holder | $25,836 | $6,583+292.5% | $10,326+150.2% | $5,403+378.1% |