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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 | $86,610 | $77,816+11.3% | $123,549-29.9% | $64,181+34.9% |
| Participation rate | 64.1% | 74.7%-10.6pp | 82.3%-18.2pp | 69.6%-5.5pp |
| Annual return | -6.41% | 12.49%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $472 | $3,014-84.3% | $4,628-89.8% | $2,381-80.2% |
| Participant deferral / active EE | $2,907 | $5,240-44.5% | $6,426-54.8% | $3,470-16.2% |
| Admin fee / account holder | $18,603 | $5,519+237.1% | $9,284+100.4% | $4,887+280.7% |