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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 | $67,844 | $77,817-12.8% | $123,553-45.1% | $64,173+5.7% |
| Participation rate | 61.0% | 74.7%-13.7pp | 82.3%-21.3pp | 69.6%-8.6pp |
| Annual return | -4.72% | 12.49%-17.2pp | 119.21%-123.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $443 | $3,014-85.3% | $4,628-90.4% | $2,381-81.4% |
| Participant deferral / active EE | $4,541 | $5,240-13.3% | $6,426-29.3% | $3,470+30.9% |
| Admin fee / account holder | $4,986 | $5,519-9.7% | $9,284-46.3% | $4,887+2.0% |