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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 | $76,442 | $61,660+24.0% | $80,022-4.5% | $64,173+19.1% |
| Participation rate | 56.3% | 71.7%-15.4pp | 75.8%-19.6pp | 69.6%-13.3pp |
| Annual return | -1.67% | -0.33%-1.3pp | 11.22%-12.9pp | 7.63%-9.3pp |
| Employer contribution / active EE | $273 | $1,810-84.9% | $2,468-88.9% | $2,381-88.5% |
| Participant deferral / active EE | $1,515 | $2,968-48.9% | $3,686-58.9% | $3,470-56.3% |
| Admin fee / account holder | $10,850 | $5,417+100.3% | $6,521+66.4% | $4,887+122.0% |