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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 | $51,911 | $73,009-28.9% | $90,760-42.8% | $68,486-24.2% |
| Participation rate | 69.4% | 70.8%-1.5pp | 75.7%-6.3pp | 67.9%+1.5pp |
| Annual return | -17.82% | -13.81%-4.0pp | -12.16%-5.7pp | -7.85%-10.0pp |
| Employer contribution / active EE | $496 | $2,193-77.4% | $2,922-83.0% | $2,597-80.9% |
| Participant deferral / active EE | $2,446 | $3,626-32.5% | $4,565-46.4% | $4,028-39.3% |
| Admin fee / account holder | $1,959 | $5,896-66.8% | $8,444-76.8% | $5,404-63.8% |