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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 | $118,066 | $73,009+61.7% | $90,756+30.1% | $68,495+72.4% |
| Participation rate | 56.8% | 70.8%-14.1pp | 75.7%-18.9pp | 67.9%-11.1pp |
| Annual return | -17.56% | -13.81%-3.7pp | -12.16%-5.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $482 | $2,193-78.0% | $2,922-83.5% | $2,596-81.4% |
| Participant deferral / active EE | $3,049 | $3,626-15.9% | $4,565-33.2% | $4,028-24.3% |
| Admin fee / account holder | $10,279 | $5,896+74.4% | $8,445+21.7% | $5,403+90.2% |