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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 | $108,866 | $90,607+20.2% | $79,467+37.0% | $135,380-19.6% |
| Participation rate | 44.4% | 76.0%-31.6pp | 73.3%-28.9pp | 82.6%-38.2pp |
| Annual return | -0.19% | 977.74%-977.9pp | 718.30%-718.5pp | 519.81%-520.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,868 | $4,050-29.2% | $3,704-22.6% | $5,609-48.9% |
| Admin fee / account holder | $13,779 | $5,895+133.7% | $5,104+170.0% | $10,828+27.3% |