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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 | $65,822 | $110,083-40.2% | $151,628-56.6% | $68,495-3.9% |
| Participation rate | 69.2% | 84.0%-14.7pp | 87.5%-18.3pp | 67.9%+1.3pp |
| Annual return | -14.89% | -10.12%-4.8pp | 3.34%-18.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,277 | $4,470-71.4% | $6,165-79.3% | $2,596-50.8% |
| Participant deferral / active EE | $5,730 | $6,526-12.2% | $8,363-31.5% | $4,028+42.3% |
| Admin fee / account holder | $1,957 | $7,718-74.6% | $11,613-83.2% | $5,403-63.8% |