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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 | $70,974 | $64,729+9.6% | $112,263-36.8% | $68,490+3.6% |
| Participation rate | 69.2% | 67.2%+2.1pp | 75.1%-5.8pp | 67.9%+1.3pp |
| Annual return | -11.70% | -11.40%-0.3pp | 27.49%-39.2pp | -7.85%-3.8pp |
| Employer contribution / active EE | $513 | $2,746-81.3% | $3,636-85.9% | $2,597-80.2% |
| Participant deferral / active EE | $3,566 | $3,5660% | $4,729-24.6% | $4,028-11.5% |
| Admin fee / account holder | $953 | $5,222-81.8% | $6,410-85.1% | $5,403-82.4% |