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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 | $182,142 | $75,962+139.8% | $154,111+18.2% | $64,173+183.8% |
| Participation rate | 23.1% | 70.4%-47.3pp | 83.0%-60.0pp | 69.6%-46.5pp |
| Annual return | -5.10% | 30.32%-35.4pp | 735.18%-740.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,850 | $3,175-41.7% | $5,081-63.6% | $3,470-46.7% |
| Admin fee / account holder | $25,681 | $5,589+359.5% | $13,411+91.5% | $4,887+425.4% |