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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 | $58,231 | $54,726+6.4% | $68,793-15.4% | $64,181-9.3% |
| Participation rate | 48.8% | 68.0%-19.2pp | 72.2%-23.4pp | 69.6%-20.8pp |
| Annual return | -4.86% | -1.62%-3.2pp | -4.63%-0.2pp | 7.63%-12.5pp |
| Employer contribution / active EE | $92 | $1,846-95.0% | $2,625-96.5% | $2,381-96.2% |
| Participant deferral / active EE | $2,311 | $2,626-12.0% | $3,311-30.2% | $3,470-33.4% |
| Admin fee / account holder | $6,424 | $4,027+59.5% | $5,131+25.2% | $4,887+31.5% |