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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 | $99,039 | $54,239+82.6% | $70,098+41.3% | $68,495+44.6% |
| Participation rate | 60.0% | 64.5%-4.5pp | 70.5%-10.5pp | 67.9%-7.9pp |
| Annual return | -16.81% | -13.87%-2.9pp | 190.76%-207.6pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,055 | $2,957-30.5% | $3,849-46.6% | $4,028-49.0% |
| Admin fee / account holder | $8,147 | $4,691+73.7% | $6,266+30.0% | $5,403+50.8% |