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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 | $80,234 | $48,235+66.3% | $68,803+16.6% | $68,490+17.1% |
| Participation rate | 31.7% | 60.7%-28.9pp | 69.0%-37.3pp | 67.9%-36.2pp |
| Annual return | -9.23% | -12.70%+3.5pp | -6.37%-2.9pp | -7.85%-1.4pp |
| Employer contribution / active EE | $207 | $1,829-88.7% | $2,656-92.2% | $2,597-92.0% |
| Participant deferral / active EE | $1,633 | $2,867-43.0% | $3,942-58.6% | $4,028-59.5% |
| Admin fee / account holder | $6,395 | $4,361+46.6% | $4,936+29.6% | $5,403+18.4% |