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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 | $71,981 | $131,835-45.4% | $108,582-33.7% | $273,972-73.7% |
| Participation rate | 61.9% | 83.5%-21.6pp | 79.6%-17.7pp | 83.0%-21.1pp |
| Annual return | 9.06% | -91.57%+100.6pp | -51.70%+60.8pp | 41.46%-32.4pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,910 | $5,127+34.8% | $4,311+60.3% | $5,287+30.7% |
| Admin fee / account holder | $399 | $10,253-96.1% | $7,645-94.8% | $10,133-96.1% |