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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 | $78,357 | $133,981-41.5% | $112,249-30.2% | $134,532-41.8% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -15.43% | 47.16%-62.6pp | 27.48%-42.9pp | 418.27%-433.7pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,059 | $5,292-23.3% | $4,729-14.2% | $6,401-36.6% |
| Admin fee / account holder | $32,626 | $7,492+335.5% | $6,412+408.8% | $11,429+185.5% |