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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 | $63,488 | $62,589+1.4% | $76,768-17.3% | $64,173-1.1% |
| Participation rate | 58.3% | 72.8%-14.5pp | 77.0%-18.6pp | 69.6%-11.2pp |
| Annual return | -2.12% | -1.95%-0.2pp | 2.43%-4.5pp | 7.63%-9.8pp |
| Employer contribution / active EE | $392 | $1,832-78.6% | $2,485-84.2% | $2,381-83.6% |
| Participant deferral / active EE | $2,504 | $3,145-20.4% | $3,852-35.0% | $3,470-27.8% |
| Admin fee / account holder | $10,355 | $4,667+121.9% | $6,675+55.1% | $4,887+111.9% |