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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 | $77,110 | $25,979+196.8% | $71,778+7.4% | $68,490+12.6% |
| Participation rate | 54.8% | 54.5%+0.3pp | 62.3%-7.5pp | 67.9%-13.1pp |
| Annual return | -14.56% | -15.10%+0.5pp | 9.15%-23.7pp | -7.85%-6.7pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,855 | $1,522+21.9% | $2,656-30.1% | $4,028-53.9% |
| Admin fee / account holder | $3,879 | $2,022+91.9% | $3,974-2.4% | $5,403-28.2% |