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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 | $96,504 | $92,219+4.6% | $76,767+25.7% | $135,380-28.7% |
| Participation rate | 56.3% | 79.8%-23.5pp | 77.0%-20.7pp | 82.6%-26.4pp |
| Annual return | -4.81% | 5.46%-10.3pp | 2.43%-7.2pp | 519.81%-524.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,747 | $4,508-61.2% | $3,852-54.6% | $5,609-68.9% |
| Admin fee / account holder | $13,865 | $10,749+29.0% | $6,675+107.7% | $10,828+28.0% |