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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 | $193,690 | $91,525+111.6% | $130,026+49.0% | $75,181+157.6% |
| Participation rate | 46.8% | 71.4%-24.7pp | 78.5%-31.7pp | 67.2%-20.4pp |
| Annual return | 17.90% | -631.40%+649.3pp | -137.26%+155.2pp | 160.69%-142.8pp |
| Employer contribution / active EE | $20 | $2,844-99.3% | $4,321-99.5% | $2,671-99.2% |
| Participant deferral / active EE | $3,353 | $4,342-22.8% | $5,821-42.4% | $4,126-18.7% |
| Admin fee / account holder | $82,986 | $6,778+1124.3% | $10,608+682.3% | $5,650+1368.8% |