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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 | $150,010 | $94,529+58.7% | $140,019+7.1% | $64,173+133.8% |
| Participation rate | 45.0% | 84.1%-39.1pp | 87.5%-42.5pp | 69.6%-24.6pp |
| Annual return | -4.98% | 7.77%-12.7pp | 651.17%-656.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,359 | $5,250-17.0% | $6,927-37.1% | $3,470+25.6% |
| Admin fee / account holder | $31,873 | $6,741+372.8% | $10,705+197.7% | $4,887+552.1% |