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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 | $88,420 | $64,719+36.6% | $112,249-21.2% | $68,486+29.1% |
| Participation rate | 51.4% | 67.2%-15.7pp | 75.1%-23.6pp | 67.9%-16.5pp |
| Annual return | -13.76% | -11.40%-2.4pp | 27.48%-41.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $169 | $2,747-93.8% | $3,636-95.4% | $2,597-93.5% |
| Participant deferral / active EE | $3,456 | $3,565-3.1% | $4,729-26.9% | $4,028-14.2% |
| Admin fee / account holder | $57,712 | $5,232+1003.0% | $6,412+800.0% | $5,404+968.0% |