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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 | $88,774 | $72,404+22.6% | $110,243-19.5% | $64,173+38.3% |
| Participation rate | 68.8% | 73.3%-4.6pp | 79.8%-11.1pp | 69.6%-0.8pp |
| Annual return | -3.63% | -6.29%+2.7pp | 314.76%-318.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,462 | $3,469-29.0% | $4,672-47.3% | $3,470-29.1% |
| Admin fee / account holder | $15,576 | $5,664+175.0% | $8,548+82.2% | $4,887+218.7% |