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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 | $83,023 | $71,878+15.5% | $86,698-4.2% | $68,486+21.2% |
| Participation rate | 46.5% | 72.2%-25.7pp | 76.6%-30.1pp | 67.9%-21.4pp |
| Annual return | -18.01% | 3.53%-21.5pp | 35.95%-54.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $277 | $2,173-87.3% | $2,837-90.2% | $2,597-89.3% |
| Participant deferral / active EE | $2,884 | $3,779-23.7% | $4,656-38.1% | $4,028-28.4% |
| Admin fee / account holder | $2,068 | $6,113-66.2% | $7,493-72.4% | $5,404-61.7% |