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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 | $84,380 | $86,701-2.7% | $73,309+15.1% | $125,389-32.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 74.9%-14.9pp | 83.2%-23.2pp |
| Annual return | -0.79% | 2.78%-3.6pp | 5.67%-6.5pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,431 | $5,549-2.1% | $4,991+8.8% | $5,352+1.5% |
| Admin fee / account holder | $42,141 | $7,768+442.5% | $5,635+647.9% | $9,541+341.7% |