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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 | $98,277 | $131,835-25.5% | $108,582-9.5% | $273,972-64.1% |
| Participation rate | 63.2% | 83.5%-20.3pp | 79.6%-16.4pp | 83.0%-19.9pp |
| Annual return | 5.87% | -91.57%+97.4pp | -51.70%+57.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,081 | $5,127-59.4% | $4,311-51.7% | $5,287-60.6% |
| Admin fee / account holder | $521 | $10,253-94.9% | $7,645-93.2% | $10,133-94.9% |