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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 | $174,548 | $105,867+64.9% | $90,760+92.3% | $134,532+29.7% |
| Participation rate | 40.0% | 78.3%-38.3pp | 75.7%-35.7pp | 81.2%-41.2pp |
| Annual return | -16.79% | -10.99%-5.8pp | -12.16%-4.6pp | 418.27%-435.1pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,432 | $5,217-34.2% | $4,565-24.8% | $6,401-46.4% |
| Admin fee / account holder | $61,135 | $13,936+338.7% | $8,444+624.0% | $11,429+434.9% |