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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 | $150,114 | $82,674+81.6% | $125,381+19.7% | $68,486+119.2% |
| Participation rate | 63.6% | 75.1%-11.4pp | 82.4%-18.7pp | 67.9%-4.3pp |
| Annual return | -16.86% | -5.97%-10.9pp | 572.31%-589.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,694 | $6,111+9.5% | $7,448-10.1% | $4,028+66.2% |
| Admin fee / account holder | $6,780 | $6,277+8.0% | $10,007-32.2% | $5,404+25.5% |