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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 | $64,659 | $72,404-10.7% | $110,243-41.3% | $64,173+0.8% |
| Participation rate | 59.2% | 73.3%-14.1pp | 79.8%-20.6pp | 69.6%-10.4pp |
| Annual return | -4.22% | -6.29%+2.1pp | 314.76%-319.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $225 | $2,282-90.1% | $3,827-94.1% | $2,381-90.6% |
| Participant deferral / active EE | $3,371 | $3,469-2.8% | $4,672-27.8% | $3,470-2.8% |
| Admin fee / account holder | $5,633 | $5,664-0.6% | $8,548-34.1% | $4,887+15.3% |