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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 | $71,212 | $71,872-0.9% | $86,691-17.9% | $68,495+4.0% |
| Participation rate | 51.2% | 72.2%-21.0pp | 76.6%-25.3pp | 67.9%-16.6pp |
| Annual return | -15.03% | 3.53%-18.6pp | 35.94%-51.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $387 | $2,173-82.2% | $2,837-86.3% | $2,596-85.1% |
| Participant deferral / active EE | $2,747 | $3,779-27.3% | $4,656-41.0% | $4,028-31.8% |
| Admin fee / account holder | $2,842 | $6,112-53.5% | $7,492-62.1% | $5,403-47.4% |