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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 | $75,773 | $71,873+5.4% | $86,698-12.6% | $68,490+10.6% |
| Participation rate | 67.4% | 72.2%-4.9pp | 76.6%-9.2pp | 67.9%-0.5pp |
| Annual return | -13.24% | 3.54%-16.8pp | 35.96%-49.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $506 | $2,173-76.7% | $2,837-82.2% | $2,597-80.5% |
| Participant deferral / active EE | $3,536 | $3,779-6.4% | $4,656-24.1% | $4,028-12.2% |
| Admin fee / account holder | $2,611 | $6,110-57.3% | $7,492-65.1% | $5,403-51.7% |