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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 | $187,734 | $167,362+12.2% | $143,799+30.6% | $134,532+39.5% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -18.57% | 0.47%-19.0pp | -0.04%-18.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,544 | $6,447-60.5% | $5,638-54.9% | $6,401-60.3% |
| Admin fee / account holder | $1,179 | $18,094-93.5% | $14,677-92.0% | $11,429-89.7% |