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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 | $164,835 | $43,730+276.9% | $121,220+36.0% | $64,173+156.9% |
| Participation rate | 33.3% | 58.3%-25.0pp | 71.8%-38.4pp | 69.6%-36.2pp |
| Annual return | -5.45% | 68.94%-74.4pp | 16.94%-22.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,579 | $2,281-30.8% | $3,345-52.8% | $3,470-54.5% |
| Admin fee / account holder | $3,722 | $3,502+6.3% | $5,021-25.9% | $4,887-23.8% |