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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 | $159,836 | $82,674+93.3% | $125,363+27.5% | $68,495+133.4% |
| Participation rate | 68.3% | 75.0%-6.8pp | 82.4%-14.1pp | 67.9%+0.4pp |
| Annual return | -15.72% | -5.97%-9.7pp | 572.15%-587.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,710 | $6,111-6.6% | $7,447-23.3% | $4,028+41.8% |
| Admin fee / account holder | $11,338 | $6,276+80.6% | $10,005+13.3% | $5,403+109.8% |