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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 | $133,018 | $82,678+60.9% | $125,391+6.1% | $68,490+94.2% |
| Participation rate | 47.3% | 75.1%-27.8pp | 82.4%-35.1pp | 67.9%-20.6pp |
| Annual return | -16.95% | -5.97%-11.0pp | 572.41%-589.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,186 | $6,111-15.1% | $7,448-30.4% | $4,028+28.8% |
| Admin fee / account holder | $59,394 | $6,277+846.2% | $10,009+493.4% | $5,403+999.3% |