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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 | $62,082 | $59,813+3.8% | $79,580-22.0% | $68,486-9.4% |
| Participation rate | 64.0% | 61.1%+2.9pp | 69.5%-5.5pp | 67.9%-3.9pp |
| Annual return | -15.31% | -12.30%-3.0pp | 0.15%-15.5pp | -7.85%-7.5pp |
| Employer contribution / active EE | $185 | $1,505-87.7% | $2,413-92.4% | $2,597-92.9% |
| Participant deferral / active EE | $7,384 | $3,024+144.1% | $3,985+85.3% | $4,028+83.3% |
| Admin fee / account holder | $3,479 | $4,835-28.0% | $6,835-49.1% | $5,404-35.6% |