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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 | $219,884 | $82,028+168.1% | $123,105+78.6% | $59,633+268.7% |
| Participation rate | 67.5% | 83.2%-15.7pp | 86.8%-19.3pp | 68.7%-1.2pp |
| Annual return | -0.21% | 5.12%-5.3pp | 13.22%-13.4pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,870 | $4,667+90.1% | $6,229+42.4% | $3,192+177.9% |
| Admin fee / account holder | $8,059 | $5,879+37.1% | $9,014-10.6% | $4,297+87.6% |