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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 | $68,101 | $73,848-7.8% | $143,799-52.6% | $68,486-0.6% |
| Participation rate | 59.5% | 66.7%-7.2pp | 80.3%-20.9pp | 67.9%-8.4pp |
| Annual return | -17.38% | 0.91%-18.3pp | -0.04%-17.3pp | -7.85%-9.5pp |
| Employer contribution / active EE | $187 | $3,184-94.1% | $4,952-96.2% | $2,597-92.8% |
| Participant deferral / active EE | $2,581 | $3,385-23.7% | $5,638-54.2% | $4,028-35.9% |
| Admin fee / account holder | $3,985 | $5,755-30.8% | $14,677-72.8% | $5,404-26.3% |