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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 | $60,655 | $57,352+5.8% | $83,831-27.6% | $64,173-5.5% |
| Participation rate | 56.0% | 68.6%-12.6pp | 76.1%-20.1pp | 69.6%-13.6pp |
| Annual return | -6.09% | 11.38%-17.5pp | 850.99%-857.1pp | 7.63%-13.7pp |
| Employer contribution / active EE | $98 | $2,546-96.2% | $3,631-97.3% | $2,381-95.9% |
| Participant deferral / active EE | $2,128 | $2,993-28.9% | $4,082-47.9% | $3,470-38.7% |
| Admin fee / account holder | $3,170 | $4,046-21.7% | $5,479-42.1% | $4,887-35.1% |