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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 | $75,553 | $67,352+12.2% | $60,899+24.1% | $134,509-43.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -15.35% | 49.99%-65.3pp | 16.92%-32.3pp | 418.13%-433.5pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,618 | $4,539-64.4% | $3,817-57.6% | $6,400-74.7% |
| Admin fee / account holder | $1,376 | $4,585-70.0% | $3,225-57.3% | $11,427-88.0% |