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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 | $197,579 | $105,867+86.6% | $90,760+117.7% | $134,532+46.9% |
| Participation rate | 66.7% | 78.3%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -17.10% | -10.99%-6.1pp | -12.16%-4.9pp | 418.27%-435.4pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,604 | $5,217-69.3% | $4,565-64.9% | $6,401-74.9% |
| Admin fee / account holder | $1,524 | $13,936-89.1% | $8,444-81.9% | $11,429-86.7% |