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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 | $58,090 | $57,352+1.3% | $83,830-30.7% | $64,173-9.5% |
| Participation rate | 68.5% | 68.6%-0.1pp | 76.1%-7.6pp | 69.6%-1.0pp |
| Annual return | -4.01% | 11.38%-15.4pp | 850.97%-855.0pp | 7.63%-11.6pp |
| Employer contribution / active EE | $258 | $2,546-89.9% | $3,631-92.9% | $2,381-89.2% |
| Participant deferral / active EE | $3,130 | $2,993+4.6% | $4,082-23.3% | $3,470-9.8% |
| Admin fee / account holder | $5,744 | $4,046+42.0% | $5,479+4.8% | $4,887+17.5% |