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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 | $94,269 | $64,729+45.6% | $112,263-16.0% | $68,490+37.6% |
| Participation rate | 61.3% | 67.2%-5.9pp | 75.1%-13.8pp | 67.9%-6.6pp |
| Annual return | -15.57% | -11.40%-4.2pp | 27.49%-43.1pp | -7.85%-7.7pp |
| Employer contribution / active EE | $5 | $2,746-99.8% | $3,636-99.9% | $2,597-99.8% |
| Participant deferral / active EE | $3,264 | $3,566-8.5% | $4,729-31.0% | $4,028-19.0% |
| Admin fee / account holder | $13,333 | $5,222+155.3% | $6,410+108.0% | $5,403+146.8% |