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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 | $68,493 | $69,977-2.1% | $108,582-36.9% | $62,881+8.9% |
| Participation rate | 65.4% | 72.9%-7.5pp | 79.6%-14.2pp | 69.3%-3.9pp |
| Annual return | 10.40% | 10.73%-0.3pp | -51.70%+62.1pp | 20.14%-9.7pp |
| Employer contribution / active EE | $183 | $2,135-91.4% | $3,758-95.1% | $2,281-92.0% |
| Participant deferral / active EE | $1,536 | $3,165-51.5% | $4,311-64.4% | $3,203-52.1% |
| Admin fee / account holder | $12,625 | $5,076+148.7% | $7,645+65.1% | $4,296+193.9% |