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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 | $88,510 | $82,678+7.1% | $125,391-29.4% | $68,490+29.2% |
| Participation rate | 61.8% | 75.1%-13.3pp | 82.4%-20.6pp | 67.9%-6.1pp |
| Annual return | -18.22% | -5.97%-12.3pp | 572.41%-590.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,051 | $6,111-1.0% | $7,448-18.8% | $4,028+50.2% |
| Admin fee / account holder | $1,910 | $6,277-69.6% | $10,009-80.9% | $5,403-64.6% |