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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 | $107,914 | $95,917+12.5% | $79,583+35.6% | $134,545-19.8% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.9pp | 81.2%-17.6pp |
| Annual return | -13.63% | -2.70%-10.9pp | 0.16%-13.8pp | 418.37%-432.0pp |
| Employer contribution / active EE | $344 | $3,129-89.0% | $2,414-85.8% | $4,742-92.8% |
| Participant deferral / active EE | $2,710 | $4,694-42.3% | $3,986-32.0% | $6,401-57.7% |
| Admin fee / account holder | $1,609 | $9,132-82.4% | $6,835-76.5% | $11,431-85.9% |