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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 | $50,790 | $71,873-29.3% | $86,698-41.4% | $68,490-25.8% |
| Participation rate | 69.0% | 72.2%-3.2pp | 76.6%-7.6pp | 67.9%+1.1pp |
| Annual return | -17.59% | 3.54%-21.1pp | 35.96%-53.6pp | -7.85%-9.7pp |
| Employer contribution / active EE | $403 | $2,173-81.4% | $2,837-85.8% | $2,597-84.5% |
| Participant deferral / active EE | $3,124 | $3,779-17.3% | $4,656-32.9% | $4,028-22.5% |
| Admin fee / account holder | $2,397 | $6,110-60.8% | $7,492-68.0% | $5,403-55.6% |