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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 | $67,291 | $72,177-6.8% | $115,038-41.5% | $59,633+12.8% |
| Participation rate | 62.3% | 72.6%-10.3pp | 81.4%-19.1pp | 68.7%-6.4pp |
| Annual return | -2.02% | 12.02%-14.0pp | 26.14%-28.2pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $417 | $2,841-85.3% | $4,608-91.0% | $2,203-81.1% |
| Participant deferral / active EE | $3,964 | $4,783-17.1% | $6,026-34.2% | $3,192+24.2% |
| Admin fee / account holder | $4,087 | $4,927-17.0% | $8,175-50.0% | $4,297-4.9% |