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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 | $199,881 | $158,852+25.8% | $121,220+64.9% | $135,380+47.6% |
| Participation rate | 33.3% | 79.3%-46.0pp | 71.8%-38.4pp | 82.6%-49.3pp |
| Annual return | -6.39% | -0.64%-5.7pp | 16.94%-23.3pp | 519.81%-526.2pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,719 | $4,006+92.7% | $3,345+130.8% | $5,609+37.6% |
| Admin fee / account holder | $40,470 | $6,515+521.2% | $5,021+706.1% | $10,828+273.7% |