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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 | $65,851 | $64,176+2.6% | $112,263-41.3% | $66,949-1.6% |
| Participation rate | 36.5% | 68.4%-31.9pp | 75.1%-38.5pp | 69.8%-33.3pp |
| Annual return | -16.81% | -13.80%-3.0pp | 27.49%-44.3pp | 1.57%-18.4pp |
| Employer contribution / active EE | $308 | $3,007-89.8% | $3,636-91.5% | $2,545-87.9% |
| Participant deferral / active EE | $2,360 | $3,694-36.1% | $4,729-50.1% | $4,239-44.3% |
| Admin fee / account holder | $1,134 | $626+81.2% | $6,410-82.3% | $594+91.0% |