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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 | $76,204 | $85,790-11.2% | $67,313+13.2% | $135,380-43.7% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -6.57% | -0.54%-6.0pp | -4.08%-2.5pp | 519.81%-526.4pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,825 | $4,651-39.3% | $3,568-20.8% | $5,609-49.6% |
| Admin fee / account holder | $2,332 | $6,392-63.5% | $4,507-48.3% | $10,828-78.5% |