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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 | $105,923 | $129,959-18.5% | $104,301+1.6% | $134,509-21.3% |
| Participation rate | 42.9% | 79.5%-36.7pp | 73.3%-30.4pp | 81.2%-38.4pp |
| Annual return | -12.92% | 42.04%-55.0pp | 24.61%-37.5pp | 418.13%-431.1pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,301 | $5,589-40.9% | $4,626-28.6% | $6,400-48.4% |
| Admin fee / account holder | $591 | $9,325-93.7% | $7,340-92.0% | $11,427-94.8% |