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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 | $108,772 | $53,546+103.1% | $69,884+55.6% | $68,486+58.8% |
| Participation rate | 34.0% | 64.5%-30.5pp | 70.5%-36.4pp | 67.9%-33.9pp |
| Annual return | -13.66% | -13.87%+0.2pp | 190.81%-204.5pp | -7.85%-5.8pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,432 | $2,957-51.6% | $3,848-62.8% | $4,028-64.5% |
| Admin fee / account holder | $34,374 | $4,693+632.5% | $6,266+448.5% | $5,404+536.1% |