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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 | $111,701 | $52,519+112.7% | $155,789-28.3% | $59,633+87.3% |
| Participation rate | 40.0% | 61.7%-21.7pp | 76.1%-36.1pp | 68.7%-28.7pp |
| Annual return | -0.42% | 53.51%-53.9pp | 71.54%-72.0pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,434 | $3,084+76.2% | $4,798+13.3% | $3,192+70.3% |
| Admin fee / account holder | $658 | $3,540-81.4% | $7,477-91.2% | $4,297-84.7% |