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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 | $171,264 | $97,020+76.5% | $83,322+105.5% | $135,379+26.5% |
| Participation rate | 41.2% | 80.4%-39.2pp | 77.8%-36.6pp | 82.6%-41.5pp |
| Annual return | -8.36% | 12.31%-20.7pp | 10.64%-19.0pp | 519.79%-528.2pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,716 | $5,964-37.7% | $5,565-33.2% | $5,609-33.7% |
| Admin fee / account holder | $42,175 | $8,426+400.5% | $7,540+459.4% | $10,828+289.5% |