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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 | $216,267 | $91,536+136.3% | $130,062+66.3% | $75,177+187.7% |
| Participation rate | 25.0% | 71.5%-46.5pp | 78.5%-53.5pp | 67.2%-42.2pp |
| Annual return | 18.14% | -631.62%+649.8pp | -137.37%+155.5pp | 160.75%-142.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,057 | $4,343-29.6% | $5,821-47.5% | $4,126-25.9% |
| Admin fee / account holder | $3,554 | $6,780-47.6% | $10,601-66.5% | $5,651-37.1% |