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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 | $121,969 | $131,835-7.5% | $108,582+12.3% | $273,972-55.5% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.6%-22.4pp | 83.0%-25.9pp |
| Annual return | 2.68% | -91.57%+94.3pp | -51.70%+54.4pp | 41.46%-38.8pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,177 | $5,127+1.0% | $4,311+20.1% | $5,287-2.1% |
| Admin fee / account holder | $74,662 | $10,253+628.2% | $7,645+876.6% | $10,133+636.8% |