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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 | $69,528 | $81,870-15.1% | $119,634-41.9% | $68,490+1.5% |
| Participation rate | 53.1% | 71.9%-18.8pp | 79.3%-26.2pp | 67.9%-14.8pp |
| Annual return | -15.42% | -23.82%+8.4pp | -14.98%-0.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $425 | $2,692-84.2% | $4,232-90.0% | $2,597-83.6% |
| Participant deferral / active EE | $2,009 | $4,148-51.6% | $5,601-64.1% | $4,028-50.1% |
| Admin fee / account holder | $7,774 | $6,583+18.1% | $10,329-24.7% | $5,403+43.9% |