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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 | $55,404 | $59,186-6.4% | $76,768-27.8% | $56,287-1.6% |
| Participation rate | 66.1% | 75.2%-9.1pp | 77.0%-10.8pp | 69.9%-3.7pp |
| Annual return | -3.99% | 6.62%-10.6pp | 2.43%-6.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $266 | $1,759-84.9% | $2,485-89.3% | $2,111-87.4% |
| Participant deferral / active EE | $2,580 | $3,255-20.7% | $3,852-33.0% | $3,350-23.0% |
| Admin fee / account holder | $861 | $489+75.9% | $6,675-87.1% | $521+65.2% |