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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 | $147,562 | $68,996+113.9% | $159,991-7.8% | $68,495+115.4% |
| Participation rate | 49.3% | 65.4%-16.1pp | 78.0%-28.6pp | 67.9%-18.6pp |
| Annual return | -18.11% | -9.65%-8.5pp | 408.82%-426.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,846 | $4,211-8.7% | $6,183-37.8% | $4,028-4.5% |
| Admin fee / account holder | $6,518 | $4,797+35.9% | $8,715-25.2% | $5,403+20.6% |