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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 | $78,241 | $102,661-23.8% | $151,639-48.4% | $66,938+16.9% |
| Participation rate | 64.5% | 85.5%-21.0pp | 87.5%-22.9pp | 69.8%-5.3pp |
| Annual return | -10.83% | -10.81%0pp | 3.34%-14.2pp | 1.58%-12.4pp |
| Employer contribution / active EE | $1,370 | $4,184-67.3% | $6,165-77.8% | $2,545-46.2% |
| Participant deferral / active EE | $4,007 | $6,645-39.7% | $8,363-52.1% | $4,238-5.5% |
| Admin fee / account holder | $20,931 | $630+3219.7% | $11,613+80.2% | $594+3426.6% |