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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 | $161,688 | $84,518+91.3% | $67,704+138.8% | $125,389+28.9% |
| Participation rate | 16.7% | 74.8%-58.1pp | 67.5%-50.9pp | 83.2%-66.5pp |
| Annual return | -1.45% | 2.57%-4.0pp | 25.41%-26.9pp | 282.24%-283.7pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,500 | $4,430-43.6% | $3,585-30.3% | $5,352-53.3% |
| Admin fee / account holder | $9,076 | $5,340+69.9% | $4,255+113.3% | $9,541-4.9% |