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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 | $67,801 | $77,816-12.9% | $123,552-45.1% | $64,173+5.7% |
| Participation rate | 57.7% | 74.7%-17.0pp | 82.3%-24.6pp | 69.6%-11.9pp |
| Annual return | -5.82% | 12.49%-18.3pp | 119.20%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,864 | $5,240-7.2% | $6,426-24.3% | $3,470+40.2% |
| Admin fee / account holder | $1,867 | $5,519-66.2% | $9,285-79.9% | $4,887-61.8% |