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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 | $78,438 | $73,019+7.4% | $90,766-13.6% | $68,490+14.5% |
| Participation rate | 63.2% | 70.8%-7.7pp | 75.7%-12.5pp | 67.9%-4.7pp |
| Annual return | -16.95% | -13.81%-3.1pp | -12.16%-4.8pp | -7.85%-9.1pp |
| Employer contribution / active EE | $342 | $2,193-84.4% | $2,922-88.3% | $2,597-86.8% |
| Participant deferral / active EE | $3,421 | $3,626-5.7% | $4,565-25.1% | $4,028-15.1% |
| Admin fee / account holder | $817 | $5,897-86.1% | $8,446-90.3% | $5,403-84.9% |