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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 | $60,852 | $85,790-29.1% | $67,313-9.6% | $135,382-55.1% |
| Participation rate | 63.6% | 76.5%-12.8pp | 69.1%-5.4pp | 82.6%-19.0pp |
| Annual return | -7.02% | -0.54%-6.5pp | -4.08%-2.9pp | 519.77%-526.8pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,146 | $4,651-75.4% | $3,568-67.9% | $5,609-79.6% |
| Admin fee / account holder | $6,714 | $6,392+5.0% | $4,507+49.0% | $10,829-38.0% |