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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 | $88,456 | $72,404+22.2% | $110,241-19.8% | $64,181+37.8% |
| Participation rate | 60.5% | 73.3%-12.9pp | 79.8%-19.4pp | 69.6%-9.1pp |
| Annual return | -5.78% | -6.29%+0.5pp | 314.75%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,713 | $3,469+93.5% | $4,672+43.7% | $3,470+93.5% |
| Admin fee / account holder | $19,955 | $5,664+252.3% | $8,548+133.5% | $4,887+308.3% |