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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 | $68,465 | $77,816-12.0% | $123,549-44.6% | $64,181+6.7% |
| Participation rate | 52.8% | 74.7%-21.9pp | 82.3%-29.5pp | 69.6%-16.8pp |
| Annual return | -2.52% | 12.49%-15.0pp | 119.20%-121.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,417 | $5,240-53.9% | $6,426-62.4% | $3,470-30.3% |
| Admin fee / account holder | $17,138 | $5,519+210.5% | $9,284+84.6% | $4,887+250.7% |