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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 | $69,347 | $57,350+20.9% | $83,850-17.3% | $64,181+8.0% |
| Participation rate | 38.5% | 68.6%-30.1pp | 76.1%-37.7pp | 69.6%-31.1pp |
| Annual return | -4.75% | 11.38%-16.1pp | 850.92%-855.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,855 | $2,993-38.0% | $4,082-54.5% | $3,470-46.5% |
| Admin fee / account holder | $21,797 | $4,046+438.7% | $5,478+297.9% | $4,887+346.0% |