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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 | $241,198 | $129,960+85.6% | $104,299+131.3% | $134,545+79.3% |
| Participation rate | 40.0% | 79.5%-39.5pp | 73.3%-33.3pp | 81.2%-41.2pp |
| Annual return | -15.34% | 42.06%-57.4pp | 24.62%-40.0pp | 418.37%-433.7pp |
| Employer contribution / active EE | $0 | $4,186-100.0% | $3,373-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,457 | $5,589+33.4% | $4,626+61.2% | $6,401+16.5% |
| Admin fee / account holder | $20,310 | $9,324+117.8% | $7,339+176.7% | $11,431+77.7% |