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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 | $84,297 | $57,352+47.0% | $83,831+0.6% | $64,173+31.4% |
| Participation rate | 41.4% | 68.6%-27.2pp | 76.1%-34.8pp | 69.6%-28.2pp |
| Annual return | -3.46% | 11.38%-14.8pp | 850.99%-854.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,215 | $2,993-26.0% | $4,082-45.7% | $3,470-36.2% |
| Admin fee / account holder | $1,057 | $4,046-73.9% | $5,479-80.7% | $4,887-78.4% |