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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 | $74,351 | $71,878+3.4% | $86,698-14.2% | $68,486+8.6% |
| Participation rate | 65.0% | 72.2%-7.2pp | 76.6%-11.6pp | 67.9%-2.9pp |
| Annual return | -9.22% | 3.53%-12.8pp | 35.95%-45.2pp | -7.85%-1.4pp |
| Employer contribution / active EE | $343 | $2,173-84.2% | $2,837-87.9% | $2,597-86.8% |
| Participant deferral / active EE | $2,178 | $3,779-42.4% | $4,656-53.2% | $4,028-45.9% |
| Admin fee / account holder | $7,044 | $6,113+15.2% | $7,493-6.0% | $5,404+30.3% |