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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 | $51,276 | $59,834-14.3% | $79,576-35.6% | $68,495-25.1% |
| Participation rate | 63.8% | 61.1%+2.8pp | 69.5%-5.7pp | 67.9%-4.1pp |
| Annual return | -13.97% | -12.30%-1.7pp | 0.15%-14.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $297 | $1,505-80.3% | $2,413-87.7% | $2,596-88.6% |
| Participant deferral / active EE | $3,599 | $3,024+19.0% | $3,985-9.7% | $4,028-10.6% |
| Admin fee / account holder | $4,235 | $4,835-12.4% | $6,834-38.0% | $5,403-21.6% |