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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 | $80,135 | $81,870-2.1% | $119,608-33.0% | $68,495+17.0% |
| Participation rate | 54.9% | 71.9%-17.0pp | 79.3%-24.4pp | 67.9%-13.0pp |
| Annual return | -6.75% | -23.82%+17.1pp | -14.98%+8.2pp | -7.84%+1.1pp |
| Employer contribution / active EE | $501 | $2,692-81.4% | $4,232-88.2% | $2,596-80.7% |
| Participant deferral / active EE | $2,654 | $4,148-36.0% | $5,601-52.6% | $4,028-34.1% |
| Admin fee / account holder | $7,878 | $6,583+19.7% | $10,326-23.7% | $5,403+45.8% |