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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 | $64,603 | $45,872+40.8% | $77,096-16.2% | $68,486-5.7% |
| Participation rate | 43.8% | 55.9%-12.2pp | 67.9%-24.2pp | 67.9%-24.1pp |
| Annual return | -18.42% | 1.73%-20.1pp | 42.35%-60.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,676 | $2,963-9.7% | $4,429-39.6% | $4,028-33.6% |
| Admin fee / account holder | $16,069 | $3,041+428.4% | $5,428+196.0% | $5,404+197.4% |