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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 | $69,654 | $49,177+41.6% | $79,466-12.3% | $64,173+8.5% |
| Participation rate | 53.8% | 65.0%-11.2pp | 73.3%-19.5pp | 69.6%-15.7pp |
| Annual return | -5.23% | -1.16%-4.1pp | 718.28%-723.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,249 | $2,821-55.7% | $3,704-66.3% | $3,470-64.0% |
| Admin fee / account holder | $14,691 | $3,839+282.7% | $5,104+187.8% | $4,887+200.6% |