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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 | $75,731 | $43,730+73.2% | $121,220-37.5% | $64,173+18.0% |
| Participation rate | 17.0% | 58.3%-41.3pp | 71.8%-54.7pp | 69.6%-52.5pp |
| Annual return | -6.08% | 68.94%-75.0pp | 16.94%-23.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,362 | $2,281-40.3% | $3,345-59.3% | $3,470-60.8% |
| Admin fee / account holder | $14,540 | $3,502+315.1% | $5,021+189.6% | $4,887+197.5% |