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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 | $81,364 | $64,729+25.7% | $112,263-27.5% | $68,490+18.8% |
| Participation rate | 50.0% | 67.2%-17.2pp | 75.1%-25.1pp | 67.9%-17.9pp |
| Annual return | -14.78% | -11.40%-3.4pp | 27.49%-42.3pp | -7.85%-6.9pp |
| Employer contribution / active EE | $406 | $2,746-85.2% | $3,636-88.8% | $2,597-84.4% |
| Participant deferral / active EE | $2,728 | $3,566-23.5% | $4,729-42.3% | $4,028-32.3% |
| Admin fee / account holder | $4,477 | $5,222-14.3% | $6,410-30.2% | $5,403-17.1% |