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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 | $220,097 | $100,811+118.3% | $86,698+153.9% | $134,545+63.6% |
| Participation rate | 61.9% | 79.0%-17.0pp | 76.6%-14.7pp | 81.2%-19.3pp |
| Annual return | -10.25% | 29.11%-39.4pp | 35.96%-46.2pp | 418.37%-428.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,054 | $5,339-42.8% | $4,656-34.4% | $6,401-52.3% |
| Admin fee / account holder | $8,541 | $10,926-21.8% | $7,492+14.0% | $11,431-25.3% |