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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 | $89,583 | $82,674+8.4% | $125,381-28.6% | $68,486+30.8% |
| Participation rate | 46.2% | 75.1%-28.9pp | 82.4%-36.2pp | 67.9%-21.7pp |
| Annual return | -15.08% | -5.97%-9.1pp | 572.31%-587.4pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,354 | $6,111-45.1% | $7,448-55.0% | $4,028-16.7% |
| Admin fee / account holder | $1,822 | $6,277-71.0% | $10,007-81.8% | $5,404-66.3% |