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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 | $53,091 | $49,177+8.0% | $79,467-33.2% | $64,173-17.3% |
| Participation rate | 63.2% | 65.0%-1.9pp | 73.3%-10.2pp | 69.6%-6.4pp |
| Annual return | -5.45% | -1.16%-4.3pp | 718.30%-723.8pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,486 | $2,821+59.0% | $3,704+21.1% | $3,470+29.3% |
| Admin fee / account holder | $3,227 | $3,839-15.9% | $5,104-36.8% | $4,887-34.0% |