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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 | $64,602 | $100,772-35.9% | $86,690-25.5% | $134,493-52.0% |
| Participation rate | 68.8% | 78.9%-10.2pp | 76.6%-7.8pp | 81.2%-12.5pp |
| Annual return | -5.58% | 29.06%-34.6pp | 35.93%-41.5pp | 418.01%-423.6pp |
| Employer contribution / active EE | $476 | $3,490-86.4% | $2,837-83.2% | $4,740-90.0% |
| Participant deferral / active EE | $1,904 | $5,338-64.3% | $4,656-59.1% | $6,400-70.2% |
| Admin fee / account holder | $39,505 | $10,920+261.8% | $7,490+427.4% | $11,425+245.8% |