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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 | $82,969 | $71,878+15.4% | $86,698-4.3% | $68,486+21.1% |
| Participation rate | 53.5% | 72.2%-18.8pp | 76.6%-23.1pp | 67.9%-14.4pp |
| Annual return | -18.24% | 3.53%-21.8pp | 35.95%-54.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $461 | $2,173-78.8% | $2,837-83.7% | $2,597-82.2% |
| Participant deferral / active EE | $3,317 | $3,779-12.2% | $4,656-28.8% | $4,028-17.6% |
| Admin fee / account holder | $9,432 | $6,113+54.3% | $7,493+25.9% | $5,404+74.6% |