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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 | $95,641 | $100,811-5.1% | $86,698+10.3% | $134,545-28.9% |
| Participation rate | 61.5% | 79.0%-17.4pp | 76.6%-15.1pp | 81.2%-19.7pp |
| Annual return | -16.09% | 29.11%-45.2pp | 35.96%-52.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,590 | $5,339+98.3% | $4,656+127.4% | $6,401+65.4% |
| Admin fee / account holder | $4,329 | $10,926-60.4% | $7,492-42.2% | $11,431-62.1% |