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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 | $135,741 | $82,678+64.2% | $125,391+8.3% | $68,490+98.2% |
| Participation rate | 67.7% | 75.1%-7.3pp | 82.4%-14.6pp | 67.9%-0.2pp |
| Annual return | -9.59% | -5.97%-3.6pp | 572.41%-582.0pp | -7.85%-1.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,041 | $6,111+64.3% | $7,448+34.8% | $4,028+149.3% |
| Admin fee / account holder | $8,208 | $6,277+30.8% | $10,009-18.0% | $5,403+51.9% |