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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 | $82,435 | $72,404+13.9% | $110,241-25.2% | $64,181+28.4% |
| Participation rate | 39.4% | 73.3%-33.9pp | 79.8%-40.4pp | 69.6%-30.2pp |
| Annual return | -6.38% | -6.29%-0.1pp | 314.75%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $251 | $2,282-89.0% | $3,827-93.4% | $2,381-89.5% |
| Participant deferral / active EE | $2,507 | $3,469-27.7% | $4,672-46.3% | $3,470-27.7% |
| Admin fee / account holder | $8,380 | $5,664+47.9% | $8,548-2.0% | $4,887+71.5% |