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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 | $91,544 | $75,962+20.5% | $154,111-40.6% | $64,173+42.7% |
| Participation rate | 33.3% | 70.4%-37.1pp | 83.0%-49.7pp | 69.6%-36.2pp |
| Annual return | -4.62% | 30.32%-34.9pp | 735.18%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,511 | $3,175-20.9% | $5,081-50.6% | $3,470-27.6% |
| Admin fee / account holder | $25,612 | $5,589+358.3% | $13,411+91.0% | $4,887+424.0% |