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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 | $73,532 | $45,872+60.3% | $77,096-4.6% | $68,486+7.4% |
| Participation rate | 5.3% | 55.9%-50.7pp | 67.9%-62.7pp | 67.9%-62.6pp |
| Annual return | -15.78% | 1.73%-17.5pp | 42.35%-58.1pp | -7.85%-7.9pp |
| Employer contribution / active EE | $199 | $1,650-87.9% | $2,814-92.9% | $2,597-92.3% |
| Participant deferral / active EE | $878 | $2,963-70.4% | $4,429-80.2% | $4,028-78.2% |
| Admin fee / account holder | $4,981 | $3,041+63.8% | $5,428-8.2% | $5,404-7.8% |