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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 | $69,981 | $59,819+17.0% | $79,583-12.1% | $68,490+2.2% |
| Participation rate | 62.2% | 61.1%+1.1pp | 69.5%-7.3pp | 67.9%-5.7pp |
| Annual return | -15.13% | -12.30%-2.8pp | 0.16%-15.3pp | -7.85%-7.3pp |
| Employer contribution / active EE | $235 | $1,505-84.4% | $2,414-90.3% | $2,597-91.0% |
| Participant deferral / active EE | $1,345 | $3,025-55.5% | $3,986-66.2% | $4,028-66.6% |
| Admin fee / account holder | $10,416 | $4,835+115.4% | $6,835+52.4% | $5,403+92.8% |