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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 | $190,238 | $105,866+79.7% | $90,766+109.6% | $134,545+41.4% |
| Participation rate | 61.5% | 78.3%-16.7pp | 75.7%-14.2pp | 81.2%-19.7pp |
| Annual return | -16.13% | -10.99%-5.1pp | -12.16%-4.0pp | 418.37%-434.5pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,659 | $5,217-68.2% | $4,565-63.7% | $6,401-74.1% |
| Admin fee / account holder | $511 | $13,938-96.3% | $8,446-93.9% | $11,431-95.5% |