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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 | $95,659 | $54,726+74.8% | $68,793+39.1% | $64,181+49.0% |
| Participation rate | 56.8% | 68.0%-11.2pp | 72.2%-15.4pp | 69.6%-12.7pp |
| Annual return | -4.70% | -1.62%-3.1pp | -4.63%-0.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $229 | $1,846-87.6% | $2,625-91.3% | $2,381-90.4% |
| Participant deferral / active EE | $4,873 | $2,626+85.6% | $3,311+47.2% | $3,470+40.5% |
| Admin fee / account holder | $9,166 | $4,027+127.6% | $5,131+78.6% | $4,887+87.5% |