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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 | $183,092 | $90,467+102.4% | $93,759+95.3% | $134,532+36.1% |
| Participation rate | 54.5% | 82.0%-27.4pp | 81.0%-26.4pp | 81.2%-26.7pp |
| Annual return | -15.30% | -15.72%+0.4pp | -11.33%-4.0pp | 418.27%-433.6pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,719 | $5,980-54.5% | $6,096-55.4% | $6,401-57.5% |
| Admin fee / account holder | $6,029 | $9,258-34.9% | $7,197-16.2% | $11,429-47.2% |