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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 | $134,473 | $92,219+45.8% | $76,766+75.2% | $135,382-0.7% |
| Participation rate | 35.3% | 79.8%-44.5pp | 77.0%-41.7pp | 82.6%-47.3pp |
| Annual return | -6.36% | 5.46%-11.8pp | 2.43%-8.8pp | 519.77%-526.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,766 | $4,508-38.6% | $3,851-28.2% | $5,609-50.7% |
| Admin fee / account holder | $45,096 | $10,749+319.5% | $6,675+575.6% | $10,829+316.5% |