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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 | $101,622 | $71,878+41.4% | $86,698+17.2% | $68,486+48.4% |
| Participation rate | 46.3% | 72.2%-25.9pp | 76.6%-30.2pp | 67.9%-21.6pp |
| Annual return | -15.24% | 3.53%-18.8pp | 35.95%-51.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $373 | $2,173-82.8% | $2,837-86.9% | $2,597-85.6% |
| Participant deferral / active EE | $2,414 | $3,779-36.1% | $4,656-48.2% | $4,028-40.1% |
| Admin fee / account holder | $4,756 | $6,113-22.2% | $7,493-36.5% | $5,404-12.0% |