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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 | $205,497 | $82,678+148.5% | $125,391+63.9% | $68,490+200.0% |
| Participation rate | 51.2% | 75.1%-23.9pp | 82.4%-31.2pp | 67.9%-16.7pp |
| Annual return | -17.75% | -5.97%-11.8pp | 572.41%-590.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,341 | $6,111+20.1% | $7,448-1.4% | $4,028+82.3% |
| Admin fee / account holder | $5,271 | $6,277-16.0% | $10,009-47.3% | $5,403-2.4% |