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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 | $162,749 | $102,429+58.9% | $147,096+10.6% | $80,925+101.1% |
| Participation rate | 52.5% | 75.9%-23.4pp | 82.2%-29.7pp | 67.7%-15.2pp |
| Annual return | 0.00% | 135.02%-135.0pp | 419.75%-419.7pp | 35.65%-35.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,529 | $6,649+13.2% | $8,071-6.7% | $4,299+75.1% |
| Admin fee / account holder | $37,725 | $7,957+374.1% | $13,005+190.1% | $6,940+443.6% |