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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 | $98,225 | $100,805-2.6% | $86,698+13.3% | $134,532-27.0% |
| Participation rate | 69.6% | 79.0%-9.4pp | 76.6%-7.0pp | 81.2%-11.7pp |
| Annual return | -19.18% | 29.09%-48.3pp | 35.95%-55.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,176 | $5,339-59.2% | $4,656-53.3% | $6,401-66.0% |
| Admin fee / account holder | $5,745 | $10,925-47.4% | $7,493-23.3% | $11,429-49.7% |