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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 | $72,454 | $57,352+26.3% | $83,831-13.6% | $64,173+12.9% |
| Participation rate | 36.6% | 68.6%-32.0pp | 76.1%-39.5pp | 69.6%-32.9pp |
| Annual return | -8.05% | 11.38%-19.4pp | 850.99%-859.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $403 | $2,546-84.2% | $3,631-88.9% | $2,381-83.1% |
| Participant deferral / active EE | $2,154 | $2,993-28.0% | $4,082-47.2% | $3,470-37.9% |
| Admin fee / account holder | $682 | $4,046-83.1% | $5,479-87.6% | $4,887-86.0% |