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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 | $61,949 | $163,960-62.2% | $117,529-47.3% | - |
| Participation rate | 65.7% | 66.2%-0.6pp | 70.6%-4.9pp | - |
| Annual return | -17.65% | -11.87%-5.8pp | 29.77%-47.4pp | - |
| Employer contribution / active EE | $437 | $2,306-81.0% | $4,179-89.5% | - |
| Participant deferral / active EE | $2,936 | $3,979-26.2% | $4,072-27.9% | - |
| Admin fee / account holder | $4,126 | $34,394-88.0% | $5,645-26.9% | - |