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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 | $113,108 | $131,835-14.2% | $108,582+4.2% | $273,972-58.7% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 4.12% | -91.57%+95.7pp | -51.70%+55.8pp | 41.46%-37.3pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,372 | $5,127-14.7% | $4,311+1.4% | $5,287-17.3% |
| Admin fee / account holder | $1,134 | $10,253-88.9% | $7,645-85.2% | $10,133-88.8% |