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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 | $62,212 | $62,589-0.6% | $76,768-19.0% | $64,173-3.1% |
| Participation rate | 69.2% | 72.8%-3.6pp | 77.0%-7.7pp | 69.6%-0.3pp |
| Annual return | -6.06% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $178 | $1,832-90.3% | $2,485-92.9% | $2,381-92.5% |
| Participant deferral / active EE | $1,892 | $3,145-39.8% | $3,852-50.9% | $3,470-45.5% |
| Admin fee / account holder | $304 | $4,667-93.5% | $6,675-95.5% | $4,887-93.8% |