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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 | $77,652 | $73,009+6.4% | $90,756-14.4% | $68,495+13.4% |
| Participation rate | 34.5% | 70.8%-36.3pp | 75.7%-41.2pp | 67.9%-33.4pp |
| Annual return | -18.26% | -13.81%-4.5pp | -12.16%-6.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $452 | $2,193-79.4% | $2,922-84.5% | $2,596-82.6% |
| Participant deferral / active EE | $3,094 | $3,626-14.7% | $4,565-32.2% | $4,028-23.2% |
| Admin fee / account holder | $1,117 | $5,896-81.0% | $8,445-86.8% | $5,403-79.3% |