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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 | $127,017 | $118,877+6.8% | $96,570+31.5% | $167,536-24.2% |
| Participation rate | 57.1% | 75.5%-18.4pp | 69.8%-12.7pp | 82.1%-25.0pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,586 | $4,617-22.3% | $3,849-6.8% | $6,342-43.5% |
| Admin fee / account holder | $1,035 | $8,069-87.2% | $6,182-83.3% | $12,315-91.6% |