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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 | $60,723 | $58,577+3.7% | $83,323-27.1% | $64,181-5.4% |
| Participation rate | 28.4% | 72.0%-43.7pp | 77.8%-49.4pp | 69.6%-41.2pp |
| Annual return | -6.27% | 9.65%-15.9pp | 10.63%-16.9pp | 7.63%-13.9pp |
| Employer contribution / active EE | $73 | $2,098-96.5% | $3,379-97.8% | $2,381-96.9% |
| Participant deferral / active EE | $2,281 | $4,654-51.0% | $5,565-59.0% | $3,470-34.3% |
| Admin fee / account holder | $12,793 | $9,275+37.9% | $7,539+69.7% | $4,887+161.8% |