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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 | $82,948 | $95,895-13.5% | $79,576+4.2% | $134,509-38.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -13.62% | -2.72%-10.9pp | 0.15%-13.8pp | 418.13%-431.8pp |
| Employer contribution / active EE | $460 | $3,128-85.3% | $2,413-80.9% | $4,741-90.3% |
| Participant deferral / active EE | $1,811 | $4,693-61.4% | $3,985-54.6% | $6,400-71.7% |
| Admin fee / account holder | $1,114 | $9,129-87.8% | $6,834-83.7% | $11,427-90.3% |