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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 | $128,966 | $142,409-9.4% | $119,634+7.8% | $134,545-4.1% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -19.58% | -12.46%-7.1pp | -14.98%-4.6pp | 418.37%-437.9pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,935 | $6,468+7.2% | $5,601+23.8% | $6,401+8.3% |
| Admin fee / account holder | $722 | $13,594-94.7% | $10,329-93.0% | $11,431-93.7% |