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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 | $122,982 | $82,674+48.8% | $125,381-1.9% | $68,486+79.6% |
| Participation rate | 34.6% | 75.1%-40.4pp | 82.4%-47.8pp | 67.9%-33.3pp |
| Annual return | -14.90% | -5.97%-8.9pp | 572.31%-587.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,806 | $6,111-5.0% | $7,448-22.0% | $4,028+44.2% |
| Admin fee / account holder | $11,739 | $6,277+87.0% | $10,007+17.3% | $5,404+117.2% |