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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 | $142,940 | $100,805+41.8% | $86,698+64.9% | $134,532+6.2% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -11.76% | 29.09%-40.8pp | 35.95%-47.7pp | 418.27%-430.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,079 | $5,339+32.6% | $4,656+52.0% | $6,401+10.6% |
| Admin fee / account holder | $24,992 | $10,925+128.8% | $7,493+233.6% | $11,429+118.7% |