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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 | $151,299 | $82,674+83.0% | $125,381+20.7% | $68,486+120.9% |
| Participation rate | 60.5% | 75.1%-14.5pp | 82.4%-21.9pp | 67.9%-7.4pp |
| Annual return | -18.69% | -5.97%-12.7pp | 572.31%-591.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,860 | $6,111+12.3% | $7,448-7.9% | $4,028+70.3% |
| Admin fee / account holder | $2,911 | $6,277-53.6% | $10,007-70.9% | $5,404-46.1% |