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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 | $87,551 | $82,674+5.9% | $125,381-30.2% | $68,486+27.8% |
| Participation rate | 39.4% | 75.1%-35.7pp | 82.4%-43.0pp | 67.9%-28.5pp |
| Annual return | -11.92% | -5.97%-6.0pp | 572.31%-584.2pp | -7.85%-4.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,284 | $6,111-13.5% | $7,448-29.1% | $4,028+31.2% |
| Admin fee / account holder | $663 | $6,277-89.4% | $10,007-93.4% | $5,404-87.7% |