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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 | $61,954 | $91,537-32.3% | $130,045-52.4% | $75,173-17.6% |
| Participation rate | 28.8% | 71.5%-42.6pp | 78.5%-49.7pp | 67.2%-38.4pp |
| Annual return | 14.27% | -631.55%+645.8pp | -137.30%+151.6pp | 160.72%-146.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,037 | $4,343-53.1% | $5,820-65.0% | $4,126-50.6% |
| Admin fee / account holder | $9,145 | $6,780+34.9% | $10,600-13.7% | $5,651+61.8% |