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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 | $61,066 | $73,009-16.4% | $90,760-32.7% | $68,486-10.8% |
| Participation rate | 67.7% | 70.8%-3.1pp | 75.7%-8.0pp | 67.9%-0.2pp |
| Annual return | -15.70% | -13.81%-1.9pp | -12.16%-3.5pp | -7.85%-7.8pp |
| Employer contribution / active EE | $330 | $2,193-85.0% | $2,922-88.7% | $2,597-87.3% |
| Participant deferral / active EE | $2,240 | $3,626-38.2% | $4,565-50.9% | $4,028-44.4% |
| Admin fee / account holder | $2,099 | $5,896-64.4% | $8,444-75.1% | $5,404-61.2% |