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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 | $78,289 | $73,009+7.2% | $90,756-13.7% | $68,495+14.3% |
| Participation rate | 48.8% | 70.8%-22.0pp | 75.7%-26.9pp | 67.9%-19.1pp |
| Annual return | -13.48% | -13.81%+0.3pp | -12.16%-1.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $351 | $2,193-84.0% | $2,922-88.0% | $2,596-86.5% |
| Participant deferral / active EE | $2,105 | $3,626-42.0% | $4,565-53.9% | $4,028-47.7% |
| Admin fee / account holder | $593 | $5,896-89.9% | $8,445-93.0% | $5,403-89.0% |