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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 | $100,047 | $100,805-0.8% | $86,698+15.4% | $134,532-25.6% |
| Participation rate | 30.4% | 79.0%-48.5pp | 76.6%-46.2pp | 81.2%-50.8pp |
| Annual return | -12.59% | 29.09%-41.7pp | 35.95%-48.5pp | 418.27%-430.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,300 | $5,339-38.2% | $4,656-29.1% | $6,401-48.5% |
| Admin fee / account holder | $1,274 | $10,925-88.3% | $7,493-83.0% | $11,429-88.8% |