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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 | $133,116 | $131,835+1.0% | $108,582+22.6% | $273,972-51.4% |
| Participation rate | 45.5% | 83.5%-38.0pp | 79.6%-34.1pp | 83.0%-37.6pp |
| Annual return | 4.10% | -91.57%+95.7pp | -51.70%+55.8pp | 41.46%-37.4pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,583 | $5,127-49.6% | $4,311-40.1% | $5,287-51.2% |
| Admin fee / account holder | $2,276 | $10,253-77.8% | $7,645-70.2% | $10,133-77.5% |