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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 | $212,575 | $134,001+58.6% | $112,258+89.4% | $134,509+58.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -16.32% | 47.15%-63.5pp | 27.47%-43.8pp | 418.13%-434.5pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,596 | $5,291+62.5% | $4,728+81.8% | $6,400+34.3% |
| Admin fee / account holder | $6,227 | $7,491-16.9% | $6,411-2.9% | $11,427-45.5% |