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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 | $68,033 | $32,117+111.8% | $71,086-4.3% | $64,173+6.0% |
| Participation rate | 44.8% | 42.7%+2.1pp | 54.7%-9.8pp | 69.6%-24.7pp |
| Annual return | -7.94% | -5.57%-2.4pp | 650.59%-658.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,878 | $1,263+207.1% | $1,874+106.9% | $3,470+11.8% |
| Admin fee / account holder | $1,209 | $2,759-56.2% | $3,082-60.8% | $4,887-75.3% |