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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 | $93,916 | $82,314+14.1% | $68,808+36.5% | $134,532-30.2% |
| Participation rate | 36.8% | 75.1%-38.2pp | 69.0%-32.2pp | 81.2%-44.4pp |
| Annual return | -15.08% | -2.18%-12.9pp | -6.37%-8.7pp | 418.27%-433.3pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,313 | $4,740-72.3% | $3,942-66.7% | $6,401-79.5% |
| Admin fee / account holder | $4,335 | $6,484-33.1% | $4,936-12.2% | $11,429-62.1% |