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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 | $85,325 | $82,678+3.2% | $125,391-32.0% | $68,490+24.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -18.86% | -5.97%-12.9pp | 572.41%-591.3pp | -7.85%-11.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,220 | $6,111-47.3% | $7,448-56.8% | $4,028-20.1% |
| Admin fee / account holder | $5,550 | $6,277-11.6% | $10,009-44.6% | $5,403+2.7% |