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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 | $161,972 | $58,320+177.7% | $86,438+87.4% | $66,938+142.0% |
| Participation rate | 57.0% | 78.6%-21.6pp | 80.3%-23.3pp | 69.8%-12.8pp |
| Annual return | -17.16% | -9.71%-7.4pp | 4397.19%-4414.3pp | 1.58%-18.7pp |
| Employer contribution / active EE | $3 | $2,615-99.9% | $3,769-99.9% | $2,545-99.9% |
| Participant deferral / active EE | $8,261 | $6,899+19.7% | $6,952+18.8% | $4,238+94.9% |
| Admin fee / account holder | $14,478 | $546+2552.3% | $6,733+115.0% | $594+2339.4% |