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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 | $62,930 | $71,878-12.4% | $86,698-27.4% | $68,486-8.1% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -11.17% | 3.53%-14.7pp | 35.95%-47.1pp | -7.85%-3.3pp |
| Employer contribution / active EE | $513 | $2,173-76.4% | $2,837-81.9% | $2,597-80.3% |
| Participant deferral / active EE | $2,113 | $3,779-44.1% | $4,656-54.6% | $4,028-47.5% |
| Admin fee / account holder | $977 | $6,113-84.0% | $7,493-87.0% | $5,404-81.9% |