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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 | $93,180 | $91,537+1.8% | $130,045-28.3% | $75,173+24.0% |
| Participation rate | 27.0% | 71.5%-44.5pp | 78.5%-51.5pp | 67.2%-40.2pp |
| Annual return | 13.41% | -631.55%+645.0pp | -137.30%+150.7pp | 160.72%-147.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,431 | $4,343-44.0% | $5,820-58.2% | $4,126-41.1% |
| Admin fee / account holder | $6,979 | $6,780+2.9% | $10,600-34.2% | $5,651+23.5% |