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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 | $61,022 | $62,589-2.5% | $76,768-20.5% | $64,173-4.9% |
| Participation rate | 60.6% | 72.8%-12.2pp | 77.0%-16.4pp | 69.6%-9.0pp |
| Annual return | -4.22% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $290 | $1,832-84.2% | $2,485-88.3% | $2,381-87.8% |
| Participant deferral / active EE | $1,840 | $3,145-41.5% | $3,852-52.2% | $3,470-47.0% |
| Admin fee / account holder | $2,665 | $4,667-42.9% | $6,675-60.1% | $4,887-45.5% |