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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 | $86,049 | $94,529-9.0% | $140,019-38.5% | $64,173+34.1% |
| Participation rate | 63.6% | 84.1%-20.4pp | 87.5%-23.9pp | 69.6%-5.9pp |
| Annual return | -1.72% | 7.77%-9.5pp | 651.15%-652.9pp | 7.63%-9.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,853 | $5,250-26.6% | $6,927-44.4% | $3,470+11.0% |
| Admin fee / account holder | $15,177 | $6,741+125.2% | $10,705+41.8% | $4,887+210.5% |