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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 | $59,572 | $72,404-17.7% | $110,243-46.0% | $64,173-7.2% |
| Participation rate | 64.6% | 73.3%-8.7pp | 79.8%-15.2pp | 69.6%-4.9pp |
| Annual return | -6.72% | -6.29%-0.4pp | 314.76%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $533 | $2,282-76.6% | $3,827-86.1% | $2,381-77.6% |
| Participant deferral / active EE | $4,327 | $3,469+24.7% | $4,672-7.4% | $3,470+24.7% |
| Admin fee / account holder | $3,122 | $5,664-44.9% | $8,548-63.5% | $4,887-36.1% |