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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 | $76,925 | $94,529-18.6% | $140,019-45.1% | $64,173+19.9% |
| Participation rate | 68.6% | 84.1%-15.5pp | 87.5%-18.9pp | 69.6%-1.0pp |
| Annual return | -7.19% | 7.77%-15.0pp | 651.17%-658.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,878 | $5,250+50.0% | $6,927+13.7% | $3,470+127.0% |
| Admin fee / account holder | $12,763 | $6,741+89.3% | $10,705+19.2% | $4,887+161.1% |