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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 | $86,301 | $167,504-48.5% | $151,628-43.1% | $134,509-35.8% |
| Participation rate | 20.0% | 88.4%-68.4pp | 87.5%-67.5pp | 81.2%-61.2pp |
| Annual return | -18.24% | 7.81%-26.0pp | 3.34%-21.6pp | 418.13%-436.4pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,134 | $8,985-54.0% | $8,363-50.6% | $6,400-35.4% |
| Admin fee / account holder | $315,744 | $13,779+2191.6% | $11,613+2618.9% | $11,427+2663.2% |