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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 | $66,172 | $45,872+44.3% | $77,100-14.2% | $68,490-3.4% |
| Participation rate | 52.5% | 55.9%-3.4pp | 67.9%-15.4pp | 67.9%-15.4pp |
| Annual return | -19.51% | 1.73%-21.2pp | 42.35%-61.9pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,367 | $2,963+47.4% | $4,430-1.4% | $4,028+8.4% |
| Admin fee / account holder | $922 | $3,041-69.7% | $5,443-83.1% | $5,403-82.9% |