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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 | $108,134 | $63,924+69.2% | $108,582-0.4% | $55,167+96.0% |
| Participation rate | 34.9% | 74.3%-39.5pp | 79.6%-44.7pp | 69.0%-34.1pp |
| Annual return | 8.15% | 15.31%-7.2pp | -51.70%+59.8pp | 169.23%-161.1pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,010 | $3,067-34.5% | $4,311-53.4% | $3,054-34.2% |
| Admin fee / account holder | $6,584 | $618+966.0% | $7,645-13.9% | $504+1206.6% |