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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 | $149,631 | $91,537+63.5% | $130,045+15.1% | $75,173+99.0% |
| Participation rate | 66.7% | 71.5%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 22.89% | -631.55%+654.4pp | -137.30%+160.2pp | 160.72%-137.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,853 | $4,343-11.3% | $5,820-33.8% | $4,126-6.6% |
| Admin fee / account holder | $36,658 | $6,780+440.7% | $10,600+245.8% | $5,651+548.7% |