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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 | $88,995 | $95,915-7.2% | $79,580+11.8% | $134,532-33.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -11.33% | -2.71%-8.6pp | 0.15%-11.5pp | 418.27%-429.6pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,813 | $4,693-18.7% | $3,985-4.3% | $6,401-40.4% |
| Admin fee / account holder | $1,433 | $9,132-84.3% | $6,835-79.0% | $11,429-87.5% |