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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 | $123,277 | $100,805+22.3% | $86,698+42.2% | $134,532-8.4% |
| Participation rate | 57.1% | 79.0%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -12.29% | 29.09%-41.4pp | 35.95%-48.2pp | 418.27%-430.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,565 | $5,339-33.2% | $4,656-23.4% | $6,401-44.3% |
| Admin fee / account holder | $12,055 | $10,925+10.3% | $7,493+60.9% | $11,429+5.5% |