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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 | $88,938 | $42,910+107.3% | $60,919+46.0% | $68,490+29.9% |
| Participation rate | 34.1% | 66.8%-32.6pp | 73.1%-39.0pp | 67.9%-33.8pp |
| Annual return | -16.37% | -13.99%-2.4pp | 16.96%-33.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $166 | $1,978-91.6% | $2,704-93.8% | $2,597-93.6% |
| Participant deferral / active EE | $889 | $2,866-69.0% | $3,814-76.7% | $4,028-77.9% |
| Admin fee / account holder | $719 | $3,104-76.8% | $3,228-77.7% | $5,403-86.7% |