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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 | $82,288+17.7% | $68,794+40.7% | $134,509-28.0% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | -17.98% | -2.19%-15.8pp | -6.37%-11.6pp | 418.13%-436.1pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,273 | $4,738+11.3% | $3,941+33.8% | $6,400-17.6% |
| Admin fee / account holder | $2,674 | $6,482-58.8% | $4,934-45.8% | $11,427-76.6% |