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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 | $149,482 | $95,915+55.8% | $79,580+87.8% | $134,532+11.1% |
| Participation rate | 30.0% | 75.0%-45.0pp | 69.5%-39.5pp | 81.2%-51.2pp |
| Annual return | -17.97% | -2.71%-15.3pp | 0.15%-18.1pp | 418.27%-436.2pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,443 | $4,693-26.6% | $3,985-13.6% | $6,401-46.2% |
| Admin fee / account holder | $4,474 | $9,132-51.0% | $6,835-34.5% | $11,429-60.9% |