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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 | $108,355 | $113,935-4.9% | $94,224+15.0% | $125,393-13.6% |
| Participation rate | 64.3% | 82.9%-18.6pp | 78.8%-14.5pp | 83.2%-18.9pp |
| Annual return | -2.43% | 5.29%-7.7pp | 10.68%-13.1pp | 282.23%-284.7pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,212 | $5,179-38.0% | $4,320-25.7% | $5,351-40.0% |
| Admin fee / account holder | $7,706 | $8,391-8.2% | $6,269+22.9% | $9,541-19.2% |