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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 | $82,033 | $82,674-0.8% | $125,381-34.6% | $68,486+19.8% |
| Participation rate | 53.8% | 75.1%-21.2pp | 82.4%-28.5pp | 67.9%-14.0pp |
| Annual return | -15.89% | -5.97%-9.9pp | 572.31%-588.2pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,040 | $6,111-1.2% | $7,448-18.9% | $4,028+50.0% |
| Admin fee / account holder | $7,062 | $6,277+12.5% | $10,007-29.4% | $5,404+30.7% |