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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 | $67,522 | $71,872-6.1% | $86,691-22.1% | $68,495-1.4% |
| Participation rate | 41.1% | 72.2%-31.1pp | 76.6%-35.5pp | 67.9%-26.8pp |
| Annual return | -15.43% | 3.53%-19.0pp | 35.94%-51.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $518 | $2,173-76.1% | $2,837-81.7% | $2,596-80.0% |
| Participant deferral / active EE | $2,144 | $3,779-43.3% | $4,656-54.0% | $4,028-46.8% |
| Admin fee / account holder | $1,776 | $6,112-71.0% | $7,492-76.3% | $5,403-67.1% |