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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 | $160,961 | $69,012+133.2% | $160,009+0.6% | $68,486+135.0% |
| Participation rate | 51.0% | 65.4%-14.4pp | 78.0%-27.0pp | 67.9%-16.9pp |
| Annual return | -16.01% | -9.65%-6.4pp | 408.85%-424.9pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,543 | $4,212+7.9% | $6,183-26.5% | $4,028+12.8% |
| Admin fee / account holder | $3,556 | $4,798-25.9% | $8,715-59.2% | $5,404-34.2% |