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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 | $227,031 | $152,591+48.8% | $117,529+93.2% | $134,545+68.7% |
| Participation rate | 68.8% | 77.1%-8.4pp | 70.6%-1.9pp | 81.2%-12.5pp |
| Annual return | -17.58% | 53.04%-70.6pp | 29.77%-47.3pp | 418.37%-435.9pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,271 | $4,821+50.8% | $4,072+78.5% | $6,401+13.6% |
| Admin fee / account holder | $2,431 | $7,004-65.3% | $5,645-56.9% | $11,431-78.7% |