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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 | $88,934 | $100,792-11.8% | $86,691+2.6% | $134,509-33.9% |
| Participation rate | 58.3% | 78.9%-20.6pp | 76.6%-18.3pp | 81.2%-22.9pp |
| Annual return | -2.26% | 29.08%-31.3pp | 35.94%-38.2pp | 418.13%-420.4pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,014 | $5,339-24.8% | $4,656-13.8% | $6,400-37.3% |
| Admin fee / account holder | $6,097 | $10,924-44.2% | $7,492-18.6% | $11,427-46.6% |