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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 | $104,265 | $99,032+5.3% | $80,022+30.3% | $135,380-23.0% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | -7.43% | 15.39%-22.8pp | 11.22%-18.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,366 | $4,282-44.8% | $3,686-35.8% | $5,609-57.8% |
| Admin fee / account holder | $20,365 | $10,436+95.1% | $6,521+212.3% | $10,828+88.1% |