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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 | $78,327 | $82,678-5.3% | $125,391-37.5% | $68,490+14.4% |
| Participation rate | 54.5% | 75.1%-20.5pp | 82.4%-27.8pp | 67.9%-13.4pp |
| Annual return | -18.08% | -5.97%-12.1pp | 572.41%-590.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,519 | $6,111-26.1% | $7,448-39.3% | $4,028+12.2% |
| Admin fee / account holder | $1,480 | $6,277-76.4% | $10,009-85.2% | $5,403-72.6% |