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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 | $109,999 | $99,032+11.1% | $80,022+37.5% | $135,380-18.7% |
| Participation rate | 58.3% | 78.4%-20.0pp | 75.8%-17.5pp | 82.6%-24.3pp |
| Annual return | -5.88% | 15.39%-21.3pp | 11.22%-17.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $378 | $3,043-87.6% | $2,468-84.7% | $4,779-92.1% |
| Participant deferral / active EE | $2,245 | $4,282-47.6% | $3,686-39.1% | $5,609-60.0% |
| Admin fee / account holder | $4,435 | $10,436-57.5% | $6,521-32.0% | $10,828-59.0% |