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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 | $136,142 | $106,551+27.8% | $91,225+49.2% | $134,532+1.2% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.2%-48.2pp | 81.2%-56.2pp |
| Annual return | -20.16% | 160.78%-180.9pp | 114.12%-134.3pp | 418.27%-438.4pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,817 | $4,718-61.5% | $4,233-57.1% | $6,401-71.6% |
| Admin fee / account holder | $42,848 | $6,234+587.3% | $5,422+690.2% | $11,429+274.9% |