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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 | $113,213 | $59,116+91.5% | $86,438+31.0% | $68,486+65.3% |
| Participation rate | 61.2% | 75.2%-14.0pp | 80.3%-19.1pp | 67.9%-6.7pp |
| Annual return | -15.24% | -0.23%-15.0pp | 4397.19%-4412.4pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,880 | $5,902+33.5% | $6,952+13.3% | $4,028+95.7% |
| Admin fee / account holder | $1,735 | $5,639-69.2% | $6,733-74.2% | $5,404-67.9% |