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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 | $87,524 | $95,915-8.7% | $79,580+10.0% | $134,532-34.9% |
| Participation rate | 42.9% | 75.0%-32.2pp | 69.5%-26.6pp | 81.2%-38.4pp |
| Annual return | -15.08% | -2.71%-12.4pp | 0.15%-15.2pp | 418.27%-433.3pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,616 | $4,693-65.6% | $3,985-59.5% | $6,401-74.8% |
| Admin fee / account holder | $50,506 | $9,132+453.1% | $6,835+638.9% | $11,429+341.9% |