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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 | $97,306 | $95,895+1.5% | $79,576+22.3% | $134,509-27.7% |
| Participation rate | 47.4% | 75.0%-27.7pp | 69.5%-22.1pp | 81.2%-33.9pp |
| Annual return | -13.95% | -2.72%-11.2pp | 0.15%-14.1pp | 418.13%-432.1pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,847 | $4,693-18.0% | $3,985-3.5% | $6,400-39.9% |
| Admin fee / account holder | $405 | $9,129-95.6% | $6,834-94.1% | $11,427-96.5% |