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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 | $69,729 | $67,411+3.4% | $91,004-23.4% | $70,131-0.6% |
| Participation rate | 42.9% | 71.4%-28.5pp | 75.6%-32.7pp | 69.5%-26.7pp |
| Annual return | 18.16% | -40.16%+58.3pp | 4.60%+13.6pp | 73.14%-55.0pp |
| Employer contribution / active EE | $79 | $1,786-95.6% | $2,456-96.8% | $2,342-96.6% |
| Participant deferral / active EE | $1,395 | $2,823-50.6% | $3,548-60.7% | $3,332-58.1% |
| Admin fee / account holder | $1,096 | $4,236-74.1% | $5,417-79.8% | $4,645-76.4% |