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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 | $57,577 | $49,471+16.4% | $79,583-27.7% | $66,949-14.0% |
| Participation rate | 60.8% | 61.4%-0.6pp | 69.5%-8.7pp | 69.8%-9.0pp |
| Annual return | -17.02% | 84.30%-101.3pp | 0.16%-17.2pp | 1.57%-18.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,414-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,566 | $3,160+44.5% | $3,986+14.6% | $4,239+7.7% |
| Admin fee / account holder | $3,126 | $595+425.5% | $6,835-54.3% | $594+426.6% |