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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 | $248,475 | $95,979+158.9% | $74,551+233.3% | $135,380+83.5% |
| Participation rate | 11.1% | 75.7%-64.5pp | 69.1%-58.0pp | 82.6%-71.5pp |
| Annual return | -6.31% | 56.97%-63.3pp | 32.53%-38.8pp | 519.81%-526.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,056 | $3,844-46.5% | $3,108-33.9% | $5,609-63.4% |
| Admin fee / account holder | $18,549 | $6,522+184.4% | $5,059+266.6% | $10,828+71.3% |