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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 | $60,635 | $65,703-7.7% | $94,228-35.7% | $59,633+1.7% |
| Participation rate | 62.5% | 72.1%-9.6pp | 78.8%-16.3pp | 68.7%-6.2pp |
| Annual return | -1.52% | 5.22%-6.7pp | 10.68%-12.2pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $145 | $2,021-92.8% | $3,587-96.0% | $2,203-93.4% |
| Participant deferral / active EE | $4,484 | $3,143+42.7% | $4,320+3.8% | $3,192+40.5% |
| Admin fee / account holder | $15,697 | $4,264+268.1% | $6,269+150.4% | $4,297+265.3% |