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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 | $82,461 | $53,162+55.1% | $91,225-9.6% | $68,495+20.4% |
| Participation rate | 66.7% | 63.2%+3.5pp | 73.2%-6.5pp | 67.9%-1.2pp |
| Annual return | -14.63% | -3.14%-11.5pp | 114.10%-128.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $151 | $1,709-91.2% | $2,851-94.7% | $2,596-94.2% |
| Participant deferral / active EE | $1,970 | $2,974-33.7% | $4,234-53.5% | $4,028-51.1% |
| Admin fee / account holder | $1,581 | $4,493-64.8% | $5,422-70.8% | $5,403-70.7% |