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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 | $96,643 | $105,861-8.7% | $90,756+6.5% | $134,509-28.2% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -10.36% | -10.99%+0.6pp | -12.16%+1.8pp | 418.13%-428.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,264 | $5,217+0.9% | $4,565+15.3% | $6,400-17.8% |
| Admin fee / account holder | $32,059 | $13,938+130.0% | $8,445+279.6% | $11,427+180.6% |