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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 | $67,634 | $75,962-11.0% | $154,108-56.1% | $64,173+5.4% |
| Participation rate | 42.3% | 70.4%-28.1pp | 83.0%-40.7pp | 69.6%-27.3pp |
| Annual return | -7.97% | 30.32%-38.3pp | 735.21%-743.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,225 | $3,175+190.6% | $5,081+81.6% | $3,470+165.9% |
| Admin fee / account holder | $9,578 | $5,589+71.4% | $13,411-28.6% | $4,887+96.0% |