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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 | $69,470 | $71,873-3.3% | $86,698-19.9% | $68,490+1.4% |
| Participation rate | 47.0% | 72.2%-25.3pp | 76.6%-29.6pp | 67.9%-20.9pp |
| Annual return | -16.46% | 3.54%-20.0pp | 35.96%-52.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $460 | $2,173-78.8% | $2,837-83.8% | $2,597-82.3% |
| Participant deferral / active EE | $2,595 | $3,779-31.3% | $4,656-44.3% | $4,028-35.6% |
| Admin fee / account holder | $2,407 | $6,110-60.6% | $7,492-67.9% | $5,403-55.4% |