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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 | $86,608 | $95,915-9.7% | $79,580+8.8% | $134,532-35.6% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -14.84% | -2.71%-12.1pp | 0.15%-15.0pp | 418.27%-433.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,015 | $4,693+70.8% | $3,985+101.1% | $6,401+25.2% |
| Admin fee / account holder | $46,701 | $9,132+411.4% | $6,835+583.3% | $11,429+308.6% |