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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 | $68,716 | $71,878-4.4% | $86,698-20.7% | $68,486+0.3% |
| Participation rate | 68.3% | 72.2%-3.9pp | 76.6%-8.3pp | 67.9%+0.4pp |
| Annual return | -18.33% | 3.53%-21.9pp | 35.95%-54.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $368 | $2,173-83.1% | $2,837-87.0% | $2,597-85.8% |
| Participant deferral / active EE | $3,773 | $3,779-0.2% | $4,656-19.0% | $4,028-6.3% |
| Admin fee / account holder | $5,750 | $6,113-5.9% | $7,493-23.3% | $5,404+6.4% |