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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 | $203,723 | $82,678+146.4% | $125,391+62.5% | $68,490+197.4% |
| Participation rate | 54.2% | 75.1%-20.9pp | 82.4%-28.2pp | 67.9%-13.7pp |
| Annual return | -18.34% | -5.97%-12.4pp | 572.41%-590.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,054 | $6,111+48.2% | $7,448+21.6% | $4,028+124.8% |
| Admin fee / account holder | $45,408 | $6,277+623.4% | $10,009+353.7% | $5,403+740.4% |