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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 | $234,059 | $91,525+155.7% | $130,026+80.0% | $75,181+211.3% |
| Participation rate | 62.9% | 71.4%-8.6pp | 78.5%-15.6pp | 67.2%-4.3pp |
| Annual return | 20.98% | -631.40%+652.4pp | -137.26%+158.2pp | 160.69%-139.7pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $18,004 | $4,342+314.7% | $5,821+209.3% | $4,126+336.4% |
| Admin fee / account holder | $11,891 | $6,778+75.4% | $10,608+12.1% | $5,650+110.5% |