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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 | $67,494 | $50,958+32.5% | $74,552-9.5% | $64,181+5.2% |
| Participation rate | 35.6% | 61.1%-25.4pp | 69.1%-33.5pp | 69.6%-34.0pp |
| Annual return | -7.21% | -1.86%-5.4pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $109 | $1,115-90.2% | $1,961-94.5% | $2,381-95.4% |
| Participant deferral / active EE | $2,429 | $2,301+5.5% | $3,108-21.9% | $3,470-30.0% |
| Admin fee / account holder | $1,271 | $4,223-69.9% | $5,060-74.9% | $4,887-74.0% |