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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 | $45,798 | $42,909+6.7% | $60,906-24.8% | $68,486-33.1% |
| Participation rate | 62.0% | 66.8%-4.8pp | 73.1%-11.1pp | 67.9%-5.9pp |
| Annual return | -11.96% | -13.99%+2.0pp | 16.94%-28.9pp | -7.85%-4.1pp |
| Employer contribution / active EE | $202 | $1,979-89.8% | $2,703-92.5% | $2,597-92.2% |
| Participant deferral / active EE | $3,782 | $2,866+32.0% | $3,814-0.8% | $4,028-6.1% |
| Admin fee / account holder | $5,112 | $3,104+64.7% | $3,227+58.4% | $5,404-5.4% |