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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 | $179,481 | $95,915+87.1% | $79,580+125.5% | $134,532+33.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -20.47% | -2.71%-17.8pp | 0.15%-20.6pp | 418.27%-438.7pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,120 | $4,693+115.6% | $3,985+153.9% | $6,401+58.1% |
| Admin fee / account holder | $25,604 | $9,132+180.4% | $6,835+274.6% | $11,429+124.0% |