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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 | $67,558 | $42,383+59.4% | $76,518-11.7% | $64,173+5.3% |
| Participation rate | 55.3% | 58.1%-2.8pp | 68.0%-12.7pp | 69.6%-14.3pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $116 | $1,563-92.6% | $2,647-95.6% | $2,381-95.1% |
| Participant deferral / active EE | $4,742 | $2,566+84.8% | $3,836+23.6% | $3,470+36.7% |
| Admin fee / account holder | $5,158 | $3,198+61.3% | $4,849+6.4% | $4,887+5.5% |