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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 | $64,920 | $59,819+8.5% | $79,583-18.4% | $68,490-5.2% |
| Participation rate | 61.8% | 61.1%+0.7pp | 69.5%-7.7pp | 67.9%-6.1pp |
| Annual return | -18.66% | -12.30%-6.4pp | 0.16%-18.8pp | -7.85%-10.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,953 | $3,025+30.7% | $3,986-0.8% | $4,028-1.9% |
| Admin fee / account holder | $6,365 | $4,835+31.6% | $6,835-6.9% | $5,403+17.8% |