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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 | $70,139 | $84,518-17.0% | $67,704+3.6% | $125,389-44.1% |
| Participation rate | 68.2% | 74.8%-6.6pp | 67.5%+0.7pp | 83.2%-15.0pp |
| Annual return | -0.53% | 2.57%-3.1pp | 25.41%-25.9pp | 282.24%-282.8pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,714 | $4,430+6.4% | $3,585+31.5% | $5,352-11.9% |
| Admin fee / account holder | $4,128 | $5,340-22.7% | $4,255-3.0% | $9,541-56.7% |