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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 | $72,728 | $82,678-12.0% | $125,391-42.0% | $68,490+6.2% |
| Participation rate | 40.8% | 75.1%-34.2pp | 82.4%-41.6pp | 67.9%-27.1pp |
| Annual return | -17.47% | -5.97%-11.5pp | 572.41%-589.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,798 | $6,111-54.2% | $7,448-62.4% | $4,028-30.5% |
| Admin fee / account holder | $622 | $6,277-90.1% | $10,009-93.8% | $5,403-88.5% |