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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 | $64,844 | $57,350+13.1% | $83,850-22.7% | $64,181+1.0% |
| Participation rate | 40.9% | 68.6%-27.7pp | 76.1%-35.2pp | 69.6%-28.7pp |
| Annual return | -6.90% | 11.38%-18.3pp | 850.92%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,031 | $2,993-32.2% | $4,082-50.3% | $3,470-41.5% |
| Admin fee / account holder | $8,198 | $4,046+102.6% | $5,478+49.6% | $4,887+67.7% |