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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 | $68,287 | $71,873-5.0% | $86,698-21.2% | $68,490-0.3% |
| Participation rate | 66.2% | 72.2%-6.0pp | 76.6%-10.4pp | 67.9%-1.7pp |
| Annual return | -15.75% | 3.54%-19.3pp | 35.96%-51.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $534 | $2,173-75.4% | $2,837-81.2% | $2,597-79.4% |
| Participant deferral / active EE | $2,986 | $3,779-21.0% | $4,656-35.9% | $4,028-25.9% |
| Admin fee / account holder | $3,687 | $6,110-39.7% | $7,492-50.8% | $5,403-31.8% |