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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 | $77,906 | $71,878+8.4% | $86,698-10.1% | $68,486+13.8% |
| Participation rate | 34.1% | 72.2%-38.2pp | 76.6%-42.5pp | 67.9%-33.8pp |
| Annual return | -12.84% | 3.53%-16.4pp | 35.95%-48.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $107 | $2,173-95.1% | $2,837-96.2% | $2,597-95.9% |
| Participant deferral / active EE | $4,559 | $3,779+20.6% | $4,656-2.1% | $4,028+13.2% |
| Admin fee / account holder | $2,058 | $6,113-66.3% | $7,493-72.5% | $5,404-61.9% |