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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 | $61,669 | $71,873-14.2% | $86,698-28.9% | $68,490-10.0% |
| Participation rate | 69.5% | 72.2%-2.8pp | 76.6%-7.1pp | 67.9%+1.6pp |
| Annual return | -17.72% | 3.54%-21.3pp | 35.96%-53.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $420 | $2,173-80.7% | $2,837-85.2% | $2,597-83.8% |
| Participant deferral / active EE | $3,843 | $3,779+1.7% | $4,656-17.5% | $4,028-4.6% |
| Admin fee / account holder | $8,542 | $6,110+39.8% | $7,492+14.0% | $5,403+58.1% |