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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 | $96,818 | $82,314+17.6% | $68,808+40.7% | $134,532-28.0% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | -17.98% | -2.18%-15.8pp | -6.37%-11.6pp | 418.27%-436.2pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,273 | $4,740+11.2% | $3,942+33.8% | $6,401-17.6% |
| Admin fee / account holder | $2,674 | $6,484-58.8% | $4,936-45.8% | $11,429-76.6% |