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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 | $104,616 | $82,678+26.5% | $125,391-16.6% | $68,490+52.7% |
| Participation rate | 47.5% | 75.1%-27.6pp | 82.4%-34.9pp | 67.9%-20.4pp |
| Annual return | -14.72% | -5.97%-8.7pp | 572.41%-587.1pp | -7.85%-6.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,789 | $6,111-38.0% | $7,448-49.1% | $4,028-5.9% |
| Admin fee / account holder | $13,608 | $6,277+116.8% | $10,009+36.0% | $5,403+151.9% |