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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 | $67,179 | $131,835-49.0% | $108,582-38.1% | $273,972-75.5% |
| Participation rate | 68.4% | 83.5%-15.0pp | 79.6%-11.1pp | 83.0%-14.6pp |
| Annual return | 9.34% | -91.57%+100.9pp | -51.70%+61.0pp | 41.46%-32.1pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,897 | $5,127-43.5% | $4,311-32.8% | $5,287-45.2% |
| Admin fee / account holder | $16,237 | $10,253+58.4% | $7,645+112.4% | $10,133+60.2% |