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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 | $94,011 | $95,895-2.0% | $79,576+18.1% | $134,509-30.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -14.82% | -2.72%-12.1pp | 0.15%-15.0pp | 418.13%-433.0pp |
| Employer contribution / active EE | $375 | $3,128-88.0% | $2,413-84.4% | $4,741-92.1% |
| Participant deferral / active EE | $4,838 | $4,693+3.1% | $3,985+21.4% | $6,400-24.4% |
| Admin fee / account holder | $2,469 | $9,129-73.0% | $6,834-63.9% | $11,427-78.4% |