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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 | $74,450 | $42,910+73.5% | $60,919+22.2% | $68,490+8.7% |
| Participation rate | 24.5% | 66.8%-42.3pp | 73.1%-48.6pp | 67.9%-43.4pp |
| Annual return | -7.71% | -13.99%+6.3pp | 16.96%-24.7pp | -7.85%+0.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,753 | $2,866-38.8% | $3,814-54.1% | $4,028-56.5% |
| Admin fee / account holder | $68,650 | $3,104+2111.3% | $3,228+2026.9% | $5,403+1170.6% |