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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 | $60,126 | $53,546+12.3% | $69,890-14.0% | $68,490-12.2% |
| Participation rate | 42.1% | 64.5%-22.4pp | 70.5%-28.4pp | 67.9%-25.8pp |
| Annual return | -15.27% | -13.87%-1.4pp | 190.84%-206.1pp | -7.85%-7.4pp |
| Employer contribution / active EE | $264 | $2,019-86.9% | $2,560-89.7% | $2,597-89.8% |
| Participant deferral / active EE | $1,760 | $2,957-40.5% | $3,848-54.3% | $4,028-56.3% |
| Admin fee / account holder | $6,584 | $4,693+40.3% | $6,267+5.1% | $5,403+21.9% |