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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 | $129,326 | $64,729+99.8% | $112,263+15.2% | $68,490+88.8% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -11.65% | -11.40%-0.2pp | 27.49%-39.1pp | -7.85%-3.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,550 | $3,566+55.7% | $4,729+17.4% | $4,028+37.8% |
| Admin fee / account holder | $19,501 | $5,222+273.5% | $6,410+204.2% | $5,403+260.9% |