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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 | $144,742 | $167,352-13.5% | $143,788+0.7% | $134,509+7.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -12.22% | 0.47%-12.7pp | -0.03%-12.2pp | 418.13%-430.4pp |
| Employer contribution / active EE | $3 | $5,620-99.9% | $4,952-99.9% | $4,741-99.9% |
| Participant deferral / active EE | $7,122 | $6,447+10.5% | $5,638+26.3% | $6,400+11.3% |
| Admin fee / account holder | $1,349 | $18,091-92.5% | $14,675-90.8% | $11,427-88.2% |