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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 | $35,542 | $61,660-42.4% | $80,022-55.6% | $64,173-44.6% |
| Participation rate | 68.1% | 71.7%-3.6pp | 75.8%-7.8pp | 69.6%-1.5pp |
| Annual return | -6.09% | -0.33%-5.8pp | 11.22%-17.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $166 | $1,810-90.8% | $2,468-93.3% | $2,381-93.0% |
| Participant deferral / active EE | $1,826 | $2,968-38.5% | $3,686-50.4% | $3,470-47.4% |
| Admin fee / account holder | $4,954 | $5,417-8.6% | $6,521-24.0% | $4,887+1.4% |