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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 | $120,681 | $105,867+14.0% | $90,760+33.0% | $134,532-10.3% |
| Participation rate | 35.3% | 78.3%-43.0pp | 75.7%-40.4pp | 81.2%-45.9pp |
| Annual return | -16.46% | -10.99%-5.5pp | -12.16%-4.3pp | 418.27%-434.7pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,209 | $5,217-57.7% | $4,565-51.6% | $6,401-65.5% |
| Admin fee / account holder | $473 | $13,936-96.6% | $8,444-94.4% | $11,429-95.9% |