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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 | $83,578 | $86,655-3.6% | $119,608-30.1% | $66,930+24.9% |
| Participation rate | 62.0% | 75.6%-13.6pp | 79.3%-17.3pp | 69.8%-7.8pp |
| Annual return | -15.28% | -8.00%-7.3pp | -14.98%-0.3pp | 1.57%-16.9pp |
| Employer contribution / active EE | $387 | $2,536-84.7% | $4,232-90.8% | $2,545-84.8% |
| Participant deferral / active EE | $3,890 | $4,358-10.7% | $5,601-30.6% | $4,238-8.2% |
| Admin fee / account holder | $18,042 | $755+2290.6% | $10,326+74.7% | $593+2940.3% |