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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 | $70,448 | $71,873-2.0% | $86,698-18.7% | $68,490+2.9% |
| Participation rate | 34.6% | 72.2%-37.6pp | 76.6%-42.0pp | 67.9%-33.3pp |
| Annual return | -16.68% | 3.54%-20.2pp | 35.96%-52.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $314 | $2,173-85.6% | $2,837-88.9% | $2,597-87.9% |
| Participant deferral / active EE | $2,074 | $3,779-45.1% | $4,656-55.5% | $4,028-48.5% |
| Admin fee / account holder | $11,697 | $6,110+91.4% | $7,492+56.1% | $5,403+116.5% |