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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 | $182,834 | $95,915+90.6% | $79,580+129.7% | $134,532+35.9% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -19.32% | -2.71%-16.6pp | 0.15%-19.5pp | 418.27%-437.6pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,728 | $4,693+22.0% | $3,985+43.7% | $6,401-10.5% |
| Admin fee / account holder | $15,686 | $9,132+71.8% | $6,835+129.5% | $11,429+37.3% |