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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 | $201,745 | $56,197+259.0% | $67,652+198.2% | $59,633+238.3% |
| Participation rate | 61.3% | 71.5%-10.2pp | 75.7%-14.4pp | 68.7%-7.4pp |
| Annual return | -0.24% | 18508.10%-18508.3pp | 6625.40%-6625.6pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,601 | $2,844+167.3% | $3,560+113.5% | $3,192+138.1% |
| Admin fee / account holder | $955 | $3,958-75.9% | $4,821-80.2% | $4,297-77.8% |