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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 | $51,146 | $49,280+3.8% | $67,313-24.0% | $64,181-20.3% |
| Participation rate | 65.4% | 60.8%+4.6pp | 69.1%-3.7pp | 69.6%-4.2pp |
| Annual return | -4.97% | -1.39%-3.6pp | -4.08%-0.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $81 | $1,668-95.1% | $2,566-96.8% | $2,381-96.6% |
| Participant deferral / active EE | $2,034 | $2,484-18.1% | $3,568-43.0% | $3,470-41.4% |
| Admin fee / account holder | $12,997 | $3,863+236.5% | $4,507+188.4% | $4,887+165.9% |