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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 | $66,053 | $62,583+5.5% | $76,767-14.0% | $64,173+2.9% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | -6.77% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $411 | $1,832-77.6% | $2,485-83.5% | $2,381-82.7% |
| Participant deferral / active EE | $1,568 | $3,145-50.2% | $3,852-59.3% | $3,470-54.8% |
| Admin fee / account holder | $1,749 | $4,667-62.5% | $6,675-73.8% | $4,887-64.2% |