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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 | $99,481 | $100,811-1.3% | $86,698+14.7% | $134,545-26.1% |
| Participation rate | 52.2% | 79.0%-26.8pp | 76.6%-24.4pp | 81.2%-29.1pp |
| Annual return | -17.93% | 29.11%-47.0pp | 35.96%-53.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,903 | $5,339-45.6% | $4,656-37.7% | $6,401-54.7% |
| Admin fee / account holder | $43,811 | $10,926+301.0% | $7,492+484.8% | $11,431+283.3% |