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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 | $62,448 | $75,828-17.6% | $147,617-57.7% | $59,632+4.7% |
| Participation rate | 69.1% | 71.6%-2.4pp | 84.6%-15.5pp | 68.7%+0.4pp |
| Annual return | -1.64% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.32%-2043.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,463 | $3,130+10.6% | $4,895-29.3% | $3,192+8.5% |
| Admin fee / account holder | $6,240 | $5,985+4.3% | $11,611-46.3% | $4,297+45.2% |