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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 | $127,461 | $100,811+26.4% | $86,698+47.0% | $134,545-5.3% |
| Participation rate | 16.7% | 79.0%-62.3pp | 76.6%-59.9pp | 81.2%-64.6pp |
| Annual return | -10.55% | 29.11%-39.7pp | 35.96%-46.5pp | 418.37%-428.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,976 | $5,339-25.5% | $4,656-14.6% | $6,401-37.9% |
| Admin fee / account holder | $39,839 | $10,926+264.6% | $7,492+431.8% | $11,431+248.5% |