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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 | $65,097 | $49,177+32.4% | $79,467-18.1% | $64,173+1.4% |
| Participation rate | 40.0% | 65.0%-25.0pp | 73.3%-33.3pp | 69.6%-29.6pp |
| Annual return | -7.95% | -1.16%-6.8pp | 718.30%-726.3pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,610 | $2,821-42.9% | $3,704-56.5% | $3,470-53.6% |
| Admin fee / account holder | $727 | $3,839-81.1% | $5,104-85.8% | $4,887-85.1% |