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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 | $61,287 | $64,719-5.3% | $112,249-45.4% | $68,486-10.5% |
| Participation rate | 34.9% | 67.2%-32.3pp | 75.1%-40.2pp | 67.9%-33.0pp |
| Annual return | -17.02% | -11.40%-5.6pp | 27.48%-44.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $562 | $2,747-79.6% | $3,636-84.6% | $2,597-78.4% |
| Participant deferral / active EE | $4,385 | $3,565+23.0% | $4,729-7.3% | $4,028+8.9% |
| Admin fee / account holder | $476 | $5,232-90.9% | $6,412-92.6% | $5,404-91.2% |