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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 | $77,319 | $64,716+19.5% | $112,258-31.1% | $68,495+12.9% |
| Participation rate | 63.4% | 67.2%-3.7pp | 75.1%-11.6pp | 67.9%-4.5pp |
| Annual return | -16.70% | -11.40%-5.3pp | 27.47%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $256 | $2,746-90.7% | $3,636-93.0% | $2,596-90.1% |
| Participant deferral / active EE | $3,335 | $3,565-6.4% | $4,728-29.5% | $4,028-17.2% |
| Admin fee / account holder | $5,698 | $5,232+8.9% | $6,411-11.1% | $5,403+5.5% |