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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 | $160,044 | $100,792+58.8% | $86,691+84.6% | $134,509+19.0% |
| Participation rate | 45.5% | 78.9%-33.5pp | 76.6%-31.1pp | 81.2%-35.8pp |
| Annual return | -18.44% | 29.08%-47.5pp | 35.94%-54.4pp | 418.13%-436.6pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,190 | $5,339-40.2% | $4,656-31.5% | $6,400-50.2% |
| Admin fee / account holder | $2,039 | $10,924-81.3% | $7,492-72.8% | $11,427-82.2% |