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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 | $83,917 | $62,586+34.1% | $76,766+9.3% | $64,181+30.8% |
| Participation rate | 61.0% | 72.8%-11.8pp | 77.0%-15.9pp | 69.6%-8.6pp |
| Annual return | -5.66% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $277 | $1,832-84.9% | $2,485-88.8% | $2,381-88.3% |
| Participant deferral / active EE | $2,930 | $3,145-6.8% | $3,851-23.9% | $3,470-15.6% |
| Admin fee / account holder | $4,950 | $4,667+6.1% | $6,675-25.9% | $4,887+1.3% |