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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 | $71,288 | $73,019-2.4% | $90,766-21.5% | $68,490+4.1% |
| Participation rate | 59.0% | 70.8%-11.9pp | 75.7%-16.7pp | 67.9%-8.9pp |
| Annual return | -13.02% | -13.81%+0.8pp | -12.16%-0.9pp | -7.85%-5.2pp |
| Employer contribution / active EE | $293 | $2,193-86.6% | $2,922-90.0% | $2,597-88.7% |
| Participant deferral / active EE | $2,132 | $3,626-41.2% | $4,565-53.3% | $4,028-47.1% |
| Admin fee / account holder | $800 | $5,897-86.4% | $8,446-90.5% | $5,403-85.2% |