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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 | $65,185 | $71,878-9.3% | $86,698-24.8% | $68,486-4.8% |
| Participation rate | 68.2% | 72.2%-4.1pp | 76.6%-8.4pp | 67.9%+0.3pp |
| Annual return | -15.76% | 3.53%-19.3pp | 35.95%-51.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $347 | $2,173-84.0% | $2,837-87.8% | $2,597-86.6% |
| Participant deferral / active EE | $2,925 | $3,779-22.6% | $4,656-37.2% | $4,028-27.4% |
| Admin fee / account holder | $7,734 | $6,113+26.5% | $7,493+3.2% | $5,404+43.1% |