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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 | $61,397 | $61,660-0.4% | $80,022-23.3% | $64,173-4.3% |
| Participation rate | 57.7% | 71.7%-14.0pp | 75.8%-18.1pp | 69.6%-11.9pp |
| Annual return | -5.67% | -0.33%-5.3pp | 11.22%-16.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $205 | $1,810-88.7% | $2,468-91.7% | $2,381-91.4% |
| Participant deferral / active EE | $2,052 | $2,968-30.9% | $3,686-44.3% | $3,470-40.9% |
| Admin fee / account holder | $6,058 | $5,417+11.8% | $6,521-7.1% | $4,887+23.9% |