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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 | $61,883 | $45,566+35.8% | $64,105-3.5% | $59,633+3.8% |
| Participation rate | 60.8% | 60.2%+0.6pp | 68.2%-7.4pp | 68.7%-7.9pp |
| Annual return | -1.99% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $61 | $934-93.4% | $1,820-96.6% | $2,203-97.2% |
| Participant deferral / active EE | $3,252 | $2,057+58.1% | $2,822+15.3% | $3,192+1.9% |
| Admin fee / account holder | $2,156 | $3,268-34.0% | $4,499-52.1% | $4,297-49.8% |