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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 | $81,160 | $92,219-12.0% | $76,768+5.7% | $135,379-40.0% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -7.58% | 5.46%-13.0pp | 2.43%-10.0pp | 519.79%-527.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,708 | $4,508-17.8% | $3,852-3.7% | $5,609-33.9% |
| Admin fee / account holder | $1,597 | $10,749-85.1% | $6,675-76.1% | $10,828-85.2% |