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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 | $212,784 | $59,111+260.0% | $86,451+146.1% | $68,490+210.7% |
| Participation rate | 66.7% | 75.2%-8.6pp | 80.3%-13.7pp | 67.9%-1.2pp |
| Annual return | -19.03% | -0.22%-18.8pp | 4398.51%-4417.5pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,168 | $5,900+55.4% | $6,953+31.9% | $4,028+127.6% |
| Admin fee / account holder | $5,018 | $5,640-11.0% | $6,734-25.5% | $5,403-7.1% |