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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 | $66,562 | $61,787+7.7% | $97,197-31.5% | $80,925-17.7% |
| Participation rate | 44.4% | 63.5%-19.0pp | 72.7%-28.2pp | 67.7%-23.2pp |
| Annual return | 10.72% | -558.16%+568.9pp | 75.47%-64.7pp | 35.65%-24.9pp |
| Employer contribution / active EE | $224 | $1,836-87.8% | $2,723-91.8% | $2,756-91.9% |
| Participant deferral / active EE | $3,085 | $3,027+1.9% | $4,263-27.6% | $4,299-28.2% |
| Admin fee / account holder | $6,095 | $5,170+17.9% | $5,637+8.1% | $6,940-12.2% |