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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 | $92,427 | $87,016+6.2% | $63,244+46.1% | $125,389-26.3% |
| Participation rate | 18.2% | 77.1%-58.9pp | 71.0%-52.9pp | 83.2%-65.0pp |
| Annual return | -1.02% | 21.71%-22.7pp | -70.31%+69.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,837 | $3,939-53.4% | $2,953-37.8% | $5,352-65.7% |
| Admin fee / account holder | $38,110 | $11,954+218.8% | $5,893+546.7% | $9,541+299.4% |