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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 | $63,753 | $61,660+3.4% | $80,022-20.3% | $64,173-0.7% |
| Participation rate | 62.3% | 71.7%-9.4pp | 75.8%-13.5pp | 69.6%-7.3pp |
| Annual return | -2.84% | -0.33%-2.5pp | 11.22%-14.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $241 | $1,810-86.7% | $2,468-90.2% | $2,381-89.9% |
| Participant deferral / active EE | $2,016 | $2,968-32.1% | $3,686-45.3% | $3,470-41.9% |
| Admin fee / account holder | $5,834 | $5,417+7.7% | $6,521-10.5% | $4,887+19.4% |