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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 | $104,217 | $54,357+91.7% | $82,706+26.0% | $68,495+52.2% |
| Participation rate | 39.1% | 63.9%-24.8pp | 72.6%-33.4pp | 67.9%-28.8pp |
| Annual return | -16.44% | -13.67%-2.8pp | 701.76%-718.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,960 | $3,246-8.8% | $4,394-32.6% | $4,028-26.5% |
| Admin fee / account holder | $3,355 | $4,396-23.7% | $5,329-37.0% | $5,403-37.9% |