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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 | $125,619 | $117,777+6.7% | $71,778+75.0% | $134,545-6.6% |
| Participation rate | 50.0% | 68.9%-18.9pp | 62.3%-12.3pp | 81.2%-31.2pp |
| Annual return | -21.19% | 25.46%-46.7pp | 9.15%-30.3pp | 418.37%-439.6pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,423 | $3,756-62.1% | $2,656-46.4% | $6,401-77.8% |
| Admin fee / account holder | $1,471 | $6,379-76.9% | $3,974-63.0% | $11,431-87.1% |