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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 | $66,009 | $71,873-8.2% | $86,698-23.9% | $68,490-3.6% |
| Participation rate | 64.3% | 72.2%-8.0pp | 76.6%-12.3pp | 67.9%-3.6pp |
| Annual return | -15.21% | 3.54%-18.8pp | 35.96%-51.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $276 | $2,173-87.3% | $2,837-90.3% | $2,597-89.4% |
| Participant deferral / active EE | $3,012 | $3,779-20.3% | $4,656-35.3% | $4,028-25.2% |
| Admin fee / account holder | $11,482 | $6,110+87.9% | $7,492+53.3% | $5,403+112.5% |