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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 | $156,988 | $95,915+63.7% | $79,580+97.3% | $134,532+16.7% |
| Participation rate | 53.8% | 75.0%-21.2pp | 69.5%-15.6pp | 81.2%-27.4pp |
| Annual return | -9.80% | -2.71%-7.1pp | 0.15%-10.0pp | 418.27%-428.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,077 | $4,693-55.8% | $3,985-47.9% | $6,401-67.6% |
| Admin fee / account holder | $21,305 | $9,132+133.3% | $6,835+211.7% | $11,429+86.4% |