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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 | $71,709 | $72,404-1.0% | $110,243-35.0% | $64,173+11.7% |
| Participation rate | 57.8% | 73.3%-15.5pp | 79.8%-22.0pp | 69.6%-11.8pp |
| Annual return | -6.74% | -6.29%-0.5pp | 314.76%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $511 | $2,282-77.6% | $3,827-86.6% | $2,381-78.5% |
| Participant deferral / active EE | $3,409 | $3,469-1.7% | $4,672-27.0% | $3,470-1.7% |
| Admin fee / account holder | $486 | $5,664-91.4% | $8,548-94.3% | $4,887-90.1% |