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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 | $62,379 | $71,878-13.2% | $86,698-28.1% | $68,486-8.9% |
| Participation rate | 61.0% | 72.2%-11.3pp | 76.6%-15.6pp | 67.9%-6.9pp |
| Annual return | -16.69% | 3.53%-20.2pp | 35.95%-52.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $365 | $2,173-83.2% | $2,837-87.1% | $2,597-86.0% |
| Participant deferral / active EE | $2,853 | $3,779-24.5% | $4,656-38.7% | $4,028-29.2% |
| Admin fee / account holder | $1,947 | $6,113-68.2% | $7,493-74.0% | $5,404-64.0% |