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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 | $61,618 | $49,177+25.3% | $79,467-22.5% | $64,173-4.0% |
| Participation rate | 62.8% | 65.0%-2.2pp | 73.3%-10.6pp | 69.6%-6.8pp |
| Annual return | -3.97% | -1.16%-2.8pp | 718.30%-722.3pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,126 | $2,821+46.2% | $3,704+11.4% | $3,470+18.9% |
| Admin fee / account holder | $1,482 | $3,839-61.4% | $5,104-71.0% | $4,887-69.7% |