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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 | $143,944 | $82,678+74.1% | $125,391+14.8% | $68,490+110.2% |
| Participation rate | 45.6% | 75.1%-29.4pp | 82.4%-36.8pp | 67.9%-22.3pp |
| Annual return | -17.18% | -5.97%-11.2pp | 572.41%-589.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,969 | $6,111+14.0% | $7,448-6.4% | $4,028+73.0% |
| Admin fee / account holder | $15,047 | $6,277+139.7% | $10,009+50.3% | $5,403+178.5% |