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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 | $95,678 | $107,809-11.3% | $90,657+5.5% | $135,380-29.3% |
| Participation rate | 33.3% | 78.0%-44.7pp | 74.0%-40.7pp | 82.6%-49.3pp |
| Annual return | -4.15% | -0.90%-3.2pp | 1.89%-6.0pp | 519.81%-524.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,866 | $3,872-0.2% | $3,424+12.9% | $5,609-31.1% |
| Admin fee / account holder | $22,545 | $5,931+280.1% | $4,994+351.4% | $10,828+108.2% |