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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 | $146,158 | $82,674+76.8% | $125,363+16.6% | $68,495+113.4% |
| Participation rate | 46.7% | 75.0%-28.4pp | 82.4%-35.7pp | 67.9%-21.2pp |
| Annual return | -13.18% | -5.97%-7.2pp | 572.15%-585.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,781 | $6,111-5.4% | $7,447-22.4% | $4,028+43.5% |
| Admin fee / account holder | $7,409 | $6,276+18.0% | $10,005-25.9% | $5,403+37.1% |