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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 | $148,983 | $142,409+4.6% | $119,634+24.5% | $134,545+10.7% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.3%-79.3pp | 81.2%-81.2pp |
| Annual return | -17.94% | -12.46%-5.5pp | -14.98%-3.0pp | 418.37%-436.3pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,945 | $6,468-8.1% | $5,601+6.1% | $6,401-7.1% |
| Admin fee / account holder | $3,025 | $13,594-77.7% | $10,329-70.7% | $11,431-73.5% |