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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 | $181,833 | $105,867+71.8% | $90,760+100.3% | $134,532+35.2% |
| Participation rate | 66.7% | 78.3%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -12.92% | -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 | $2,817 | $5,217-46.0% | $4,565-38.3% | $6,401-56.0% |
| Admin fee / account holder | $3,456 | $13,936-75.2% | $8,444-59.1% | $11,429-69.8% |