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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 | $130,894 | $129,959+0.7% | $104,301+25.5% | $134,532-2.7% |
| Participation rate | 44.4% | 79.5%-35.1pp | 73.3%-28.8pp | 81.2%-36.8pp |
| Annual return | -18.39% | 42.04%-60.4pp | 24.61%-43.0pp | 418.27%-436.7pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,863 | $5,589+58.6% | $4,626+91.6% | $6,401+38.5% |
| Admin fee / account holder | $691 | $9,325-92.6% | $7,340-90.6% | $11,429-94.0% |