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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 | $84,689 | $75,935+11.5% | $60,547+39.9% | $125,393-32.5% |
| Participation rate | 38.9% | 76.5%-37.6pp | 68.0%-29.1pp | 83.2%-44.3pp |
| Annual return | 2.99% | -5.38%+8.4pp | 335.64%-332.7pp | 282.23%-279.2pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,093 | $4,506-31.4% | $3,328-7.1% | $5,351-42.2% |
| Admin fee / account holder | $25,414 | $6,768+275.5% | $4,536+460.3% | $9,541+166.4% |