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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 | $76,710 | $64,716+18.5% | $112,258-31.7% | $68,495+12.0% |
| Participation rate | 26.3% | 67.2%-40.8pp | 75.1%-48.7pp | 67.9%-41.6pp |
| Annual return | -18.47% | -11.40%-7.1pp | 27.47%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $462 | $2,746-83.2% | $3,636-87.3% | $2,596-82.2% |
| Participant deferral / active EE | $2,797 | $3,565-21.6% | $4,728-40.9% | $4,028-30.6% |
| Admin fee / account holder | $6,201 | $5,232+18.5% | $6,411-3.3% | $5,403+14.8% |