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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 | $191,181 | $82,324+132.2% | $68,803+177.9% | $134,545+42.1% |
| Participation rate | 64.3% | 75.1%-10.8pp | 69.0%-4.7pp | 81.2%-16.9pp |
| Annual return | -17.01% | -2.17%-14.8pp | -6.37%-10.6pp | 418.37%-435.4pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,275 | $4,740+53.5% | $3,942+84.6% | $6,401+13.6% |
| Admin fee / account holder | $9,665 | $6,485+49.0% | $4,936+95.8% | $11,431-15.4% |