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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 | $73,970 | $57,352+29.0% | $83,831-11.8% | $64,173+15.3% |
| Participation rate | 48.7% | 68.6%-19.9pp | 76.1%-27.4pp | 69.6%-20.9pp |
| Annual return | -4.68% | 11.38%-16.1pp | 850.99%-855.7pp | 7.63%-12.3pp |
| Employer contribution / active EE | $428 | $2,546-83.2% | $3,631-88.2% | $2,381-82.0% |
| Participant deferral / active EE | $5,412 | $2,993+80.8% | $4,082+32.6% | $3,470+56.0% |
| Admin fee / account holder | $3,531 | $4,046-12.7% | $5,479-35.6% | $4,887-27.8% |