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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 | $85,929 | $45,872+87.3% | $77,081+11.5% | $68,495+25.5% |
| Participation rate | 47.6% | 55.9%-8.3pp | 67.9%-20.3pp | 67.9%-20.3pp |
| Annual return | -15.36% | 1.73%-17.1pp | 42.33%-57.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,719 | $2,963-42.0% | $4,428-61.2% | $4,028-57.3% |
| Admin fee / account holder | $5,211 | $3,041+71.4% | $5,427-4.0% | $5,403-3.6% |