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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 | $68,330 | $59,834+14.2% | $79,576-14.1% | $68,495-0.2% |
| Participation rate | 48.3% | 61.1%-12.8pp | 69.5%-21.2pp | 67.9%-19.6pp |
| Annual return | -14.07% | -12.30%-1.8pp | 0.15%-14.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $180 | $1,505-88.1% | $2,413-92.5% | $2,596-93.1% |
| Participant deferral / active EE | $1,498 | $3,024-50.5% | $3,985-62.4% | $4,028-62.8% |
| Admin fee / account holder | $2,027 | $4,835-58.1% | $6,834-70.3% | $5,403-62.5% |