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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 | $82,057 | $69,012+18.9% | $160,037-48.7% | $68,490+19.8% |
| Participation rate | 47.2% | 65.4%-18.2pp | 78.0%-30.8pp | 67.9%-20.7pp |
| Annual return | -17.76% | -9.65%-8.1pp | 408.95%-426.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,702 | $4,212-12.1% | $6,184-40.1% | $4,028-8.1% |
| Admin fee / account holder | $8,287 | $4,798+72.7% | $8,716-4.9% | $5,403+53.4% |