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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 | $61,405 | $73,019-15.9% | $90,766-32.3% | $68,490-10.3% |
| Participation rate | 61.1% | 70.8%-9.7pp | 75.7%-14.6pp | 67.9%-6.8pp |
| Annual return | -17.43% | -13.81%-3.6pp | -12.16%-5.3pp | -7.85%-9.6pp |
| Employer contribution / active EE | $141 | $2,193-93.5% | $2,922-95.2% | $2,597-94.6% |
| Participant deferral / active EE | $2,486 | $3,626-31.4% | $4,565-45.5% | $4,028-38.3% |
| Admin fee / account holder | $4,004 | $5,897-32.1% | $8,446-52.6% | $5,403-25.9% |