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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 | $97,739 | $100,805-3.0% | $86,698+12.7% | $134,532-27.3% |
| Participation rate | 63.2% | 79.0%-15.8pp | 76.6%-13.4pp | 81.2%-18.1pp |
| Annual return | -11.46% | 29.09%-40.5pp | 35.95%-47.4pp | 418.27%-429.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,504 | $5,339-34.4% | $4,656-24.7% | $6,401-45.3% |
| Admin fee / account holder | $16,900 | $10,925+54.7% | $7,493+125.6% | $11,429+47.9% |