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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 | $124,430 | $72,404+71.9% | $110,241+12.9% | $64,181+93.9% |
| Participation rate | 64.7% | 73.3%-8.6pp | 79.8%-15.1pp | 69.6%-4.9pp |
| Annual return | -3.78% | -6.29%+2.5pp | 314.75%-318.5pp | 7.63%-11.4pp |
| Employer contribution / active EE | $381 | $2,282-83.3% | $3,827-90.0% | $2,381-84.0% |
| Participant deferral / active EE | $2,835 | $3,469-18.3% | $4,672-39.3% | $3,470-18.3% |
| Admin fee / account holder | $14,012 | $5,664+147.4% | $8,548+63.9% | $4,887+186.7% |