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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 | $189,982 | $82,028+131.6% | $123,105+54.3% | $59,633+218.6% |
| Participation rate | 69.0% | 83.2%-14.2pp | 86.8%-17.8pp | 68.7%+0.3pp |
| Annual return | -1.77% | 5.12%-6.9pp | 13.22%-15.0pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,220 | $4,667+97.6% | $6,229+48.0% | $3,192+188.9% |
| Admin fee / account holder | $13,691 | $5,879+132.9% | $9,014+51.9% | $4,297+218.6% |