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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 | $86,723 | $95,915-9.6% | $79,580+9.0% | $134,532-35.5% |
| Participation rate | 45.5% | 75.0%-29.6pp | 69.5%-24.0pp | 81.2%-35.8pp |
| Annual return | -12.80% | -2.71%-10.1pp | 0.15%-13.0pp | 418.27%-431.1pp |
| Employer contribution / active EE | $530 | $3,129-83.1% | $2,413-78.0% | $4,741-88.8% |
| Participant deferral / active EE | $1,387 | $4,693-70.4% | $3,985-65.2% | $6,401-78.3% |
| Admin fee / account holder | $563 | $9,132-93.8% | $6,835-91.8% | $11,429-95.1% |