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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 | $125,067 | $88,603+41.2% | $69,890+78.9% | $134,545-7.0% |
| Participation rate | 40.0% | 74.9%-34.9pp | 70.5%-30.5pp | 81.2%-41.2pp |
| Annual return | -12.62% | 442.93%-455.6pp | 190.84%-203.5pp | 418.37%-431.0pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,560-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,873 | $4,771+2.1% | $3,848+26.6% | $6,401-23.9% |
| Admin fee / account holder | $4,534 | $10,443-56.6% | $6,267-27.7% | $11,431-60.3% |