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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 | $220,238 | $82,678+166.4% | $125,391+75.6% | $68,490+221.6% |
| Participation rate | 55.8% | 75.1%-19.2pp | 82.4%-26.6pp | 67.9%-12.1pp |
| Annual return | -18.71% | -5.97%-12.7pp | 572.41%-591.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,718 | $6,111-22.8% | $7,448-36.7% | $4,028+17.1% |
| Admin fee / account holder | $75,596 | $6,277+1104.3% | $10,009+655.3% | $5,403+1299.2% |