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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 | $11,750 | $91,911-87.2% | $68,612-82.9% | $135,379-91.3% |
| Participation rate | 60.9% | 76.7%-15.9pp | 72.2%-11.4pp | 82.6%-21.8pp |
| Annual return | -5.32% | -8.22%+2.9pp | -4.63%-0.7pp | 519.79%-525.1pp |
| Employer contribution / active EE | $95 | $3,924-97.6% | $2,625-96.4% | $4,779-98.0% |
| Participant deferral / active EE | $1,278 | $4,315-70.4% | $3,311-61.4% | $5,609-77.2% |
| Admin fee / account holder | $776 | $9,240-91.6% | $5,131-84.9% | $10,828-92.8% |