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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 | $167,177 | $90,467+84.8% | $93,759+78.3% | $134,532+24.3% |
| Participation rate | 47.8% | 82.0%-34.2pp | 81.0%-33.1pp | 81.2%-33.4pp |
| Annual return | -15.98% | -15.72%-0.3pp | -11.33%-4.7pp | 418.27%-434.3pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,302 | $5,980-11.3% | $6,096-13.0% | $6,401-17.2% |
| Admin fee / account holder | $15,621 | $9,258+68.7% | $7,197+117.0% | $11,429+36.7% |