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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 | $70,427 | $82,678-14.8% | $125,391-43.8% | $68,490+2.8% |
| Participation rate | 67.2% | 75.1%-7.8pp | 82.4%-15.2pp | 67.9%-0.7pp |
| Annual return | -14.57% | -5.97%-8.6pp | 572.41%-587.0pp | -7.85%-6.7pp |
| Employer contribution / active EE | $420 | $3,382-87.6% | $4,816-91.3% | $2,597-83.8% |
| Participant deferral / active EE | $2,650 | $6,111-56.6% | $7,448-64.4% | $4,028-34.2% |
| Admin fee / account holder | $14,073 | $6,277+124.2% | $10,009+40.6% | $5,403+160.5% |