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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 | $186,752 | $105,867+76.4% | $90,760+105.8% | $134,532+38.8% |
| Participation rate | 52.6% | 78.3%-25.6pp | 75.7%-23.1pp | 81.2%-28.6pp |
| Annual return | -12.93% | -10.99%-1.9pp | -12.16%-0.8pp | 418.27%-431.2pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,538 | $5,217-13.0% | $4,565-0.6% | $6,401-29.1% |
| Admin fee / account holder | $1,110 | $13,936-92.0% | $8,444-86.9% | $11,429-90.3% |