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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 | $56,621 | $49,451+14.5% | $79,576-28.8% | $66,930-15.4% |
| Participation rate | 58.4% | 61.3%-2.9pp | 69.5%-11.1pp | 69.8%-11.4pp |
| Annual return | -9.99% | 84.25%-94.2pp | 0.15%-10.1pp | 1.57%-11.6pp |
| Employer contribution / active EE | $70 | $1,266-94.5% | $2,413-97.1% | $2,545-97.2% |
| Participant deferral / active EE | $2,513 | $3,159-20.4% | $3,985-37.0% | $4,238-40.7% |
| Admin fee / account holder | $9,638 | $595+1521.0% | $6,834+41.0% | $593+1524.1% |