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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 | $68,036 | $71,878-5.3% | $86,698-21.5% | $68,486-0.7% |
| Participation rate | 39.1% | 72.2%-33.2pp | 76.6%-37.5pp | 67.9%-28.8pp |
| Annual return | -14.33% | 3.53%-17.9pp | 35.95%-50.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $294 | $2,173-86.5% | $2,837-89.6% | $2,597-88.7% |
| Participant deferral / active EE | $1,875 | $3,779-50.4% | $4,656-59.7% | $4,028-53.4% |
| Admin fee / account holder | $1,201 | $6,113-80.3% | $7,493-84.0% | $5,404-77.8% |