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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 | $93,723 | $69,012+35.8% | $160,009-41.4% | $68,486+36.9% |
| Participation rate | 65.0% | 65.4%-0.4pp | 78.0%-13.0pp | 67.9%-2.9pp |
| Annual return | -15.34% | -9.65%-5.7pp | 408.85%-424.2pp | -7.85%-7.5pp |
| Employer contribution / active EE | $3 | $2,212-99.9% | $4,225-99.9% | $2,597-99.9% |
| Participant deferral / active EE | $4,922 | $4,212+16.9% | $6,183-20.4% | $4,028+22.2% |
| Admin fee / account holder | $4,945 | $4,798+3.1% | $8,715-43.3% | $5,404-8.5% |