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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 | $69,484 | $94,529-26.5% | $140,019-50.4% | $64,173+8.3% |
| Participation rate | 48.0% | 84.1%-36.1pp | 87.5%-39.5pp | 69.6%-21.6pp |
| Annual return | -2.50% | 7.77%-10.3pp | 651.17%-653.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,356 | $5,250-36.1% | $6,927-51.5% | $3,470-3.3% |
| Admin fee / account holder | $18,363 | $6,741+172.4% | $10,705+71.5% | $4,887+275.7% |