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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 | $62,864 | $49,280+27.6% | $67,313-6.6% | $64,173-2.0% |
| Participation rate | 53.8% | 60.8%-6.9pp | 69.1%-15.2pp | 69.6%-15.7pp |
| Annual return | -6.05% | -1.39%-4.7pp | -4.08%-2.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $217 | $1,668-87.0% | $2,566-91.5% | $2,381-90.9% |
| Participant deferral / active EE | $2,492 | $2,484+0.3% | $3,568-30.2% | $3,470-28.2% |
| Admin fee / account holder | $12,615 | $3,863+226.6% | $4,507+179.9% | $4,887+158.1% |