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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 | $112,260 | $82,678+35.8% | $125,391-10.5% | $68,490+63.9% |
| Participation rate | 38.5% | 75.1%-36.6pp | 82.4%-43.9pp | 67.9%-29.4pp |
| Annual return | -15.07% | -5.97%-9.1pp | 572.41%-587.5pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,243 | $6,111-30.6% | $7,448-43.0% | $4,028+5.3% |
| Admin fee / account holder | $73,744 | $6,277+1074.8% | $10,009+636.8% | $5,403+1264.9% |