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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 | $132,882 | $133,981-0.8% | $112,249+18.4% | $134,532-1.2% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -15.64% | 47.16%-62.8pp | 27.48%-43.1pp | 418.27%-433.9pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,812 | $5,292+66.5% | $4,729+86.3% | $6,401+37.7% |
| Admin fee / account holder | $593 | $7,492-92.1% | $6,412-90.7% | $11,429-94.8% |