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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 | $60,290 | $57,352+5.1% | $83,831-28.1% | $64,173-6.1% |
| Participation rate | 39.7% | 68.6%-28.9pp | 76.1%-36.4pp | 69.6%-29.8pp |
| Annual return | -6.05% | 11.38%-17.4pp | 850.99%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $172 | $2,546-93.2% | $3,631-95.3% | $2,381-92.8% |
| Participant deferral / active EE | $2,477 | $2,993-17.3% | $4,082-39.3% | $3,470-28.6% |
| Admin fee / account holder | $12,470 | $4,046+208.2% | $5,479+127.6% | $4,887+155.2% |