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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 | $68,487 | $72,404-5.4% | $110,243-37.9% | $64,173+6.7% |
| Participation rate | 68.4% | 73.3%-4.9pp | 79.8%-11.4pp | 69.6%-1.1pp |
| Annual return | -4.88% | -6.29%+1.4pp | 314.76%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $288 | $2,282-87.4% | $3,827-92.5% | $2,381-87.9% |
| Participant deferral / active EE | $5,620 | $3,469+62.0% | $4,672+20.3% | $3,470+62.0% |
| Admin fee / account holder | $3,348 | $5,664-40.9% | $8,548-60.8% | $4,887-31.5% |