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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 | $65,940 | $92,219-28.5% | $76,768-14.1% | $135,379-51.3% |
| Participation rate | 69.6% | 79.8%-10.2pp | 77.0%-7.4pp | 82.6%-13.1pp |
| Annual return | -3.97% | 5.46%-9.4pp | 2.43%-6.4pp | 519.79%-523.8pp |
| Employer contribution / active EE | $339 | $3,216-89.5% | $2,485-86.4% | $4,779-92.9% |
| Participant deferral / active EE | $2,990 | $4,508-33.7% | $3,852-22.4% | $5,609-46.7% |
| Admin fee / account holder | $17,595 | $10,749+63.7% | $6,675+163.6% | $10,828+62.5% |