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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 | $65,012 | $57,350+13.4% | $83,850-22.5% | $64,181+1.3% |
| Participation rate | 63.9% | 68.6%-4.7pp | 76.1%-12.2pp | 69.6%-5.6pp |
| Annual return | -4.19% | 11.38%-15.6pp | 850.92%-855.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,382 | $2,993-53.8% | $4,082-66.1% | $3,470-60.2% |
| Admin fee / account holder | $21,483 | $4,046+431.0% | $5,478+292.1% | $4,887+339.6% |