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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 | $57,963 | $57,350+1.1% | $83,850-30.9% | $64,181-9.7% |
| Participation rate | 36.4% | 68.6%-32.2pp | 76.1%-39.8pp | 69.6%-33.2pp |
| Annual return | -4.63% | 11.38%-16.0pp | 850.92%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $40 | $2,545-98.4% | $3,631-98.9% | $2,381-98.3% |
| Participant deferral / active EE | $1,340 | $2,993-55.2% | $4,082-67.2% | $3,470-61.4% |
| Admin fee / account holder | $4,390 | $4,046+8.5% | $5,478-19.9% | $4,887-10.2% |