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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 | $127,122 | $82,674+53.8% | $125,381+1.4% | $68,486+85.6% |
| Participation rate | 37.0% | 75.1%-38.1pp | 82.4%-45.4pp | 67.9%-30.9pp |
| Annual return | -16.54% | -5.97%-10.6pp | 572.31%-588.8pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,611 | $6,111-40.9% | $7,448-51.5% | $4,028-10.3% |
| Admin fee / account holder | $8,436 | $6,277+34.4% | $10,007-15.7% | $5,404+56.1% |