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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 | $47,879 | $49,177-2.6% | $79,467-39.8% | $64,173-25.4% |
| Participation rate | 69.4% | 65.0%+4.4pp | 73.3%-3.9pp | 69.6%-0.1pp |
| Annual return | -6.47% | -1.16%-5.3pp | 718.30%-724.8pp | 7.63%-14.1pp |
| Employer contribution / active EE | $101 | $2,076-95.1% | $2,800-96.4% | $2,381-95.8% |
| Participant deferral / active EE | $1,545 | $2,821-45.3% | $3,704-58.3% | $3,470-55.5% |
| Admin fee / account holder | $2,188 | $3,839-43.0% | $5,104-57.1% | $4,887-55.2% |