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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 | $80,535 | $72,404+11.2% | $110,243-26.9% | $64,173+25.5% |
| Participation rate | 48.4% | 73.3%-24.9pp | 79.8%-31.4pp | 69.6%-21.2pp |
| Annual return | -5.53% | -6.29%+0.8pp | 314.76%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $231 | $2,282-89.9% | $3,827-94.0% | $2,381-90.3% |
| Participant deferral / active EE | $4,752 | $3,469+37.0% | $4,672+1.7% | $3,470+36.9% |
| Admin fee / account holder | $1,290 | $5,664-77.2% | $8,548-84.9% | $4,887-73.6% |