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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 | $60,031 | $71,878-16.5% | $86,698-30.8% | $68,486-12.3% |
| Participation rate | 68.6% | 72.2%-3.6pp | 76.6%-8.0pp | 67.9%+0.7pp |
| Annual return | -16.91% | 3.53%-20.4pp | 35.95%-52.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $338 | $2,173-84.4% | $2,837-88.1% | $2,597-87.0% |
| Participant deferral / active EE | $2,941 | $3,779-22.2% | $4,656-36.8% | $4,028-27.0% |
| Admin fee / account holder | $861 | $6,113-85.9% | $7,493-88.5% | $5,404-84.1% |