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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 | $149,374 | $59,107+152.7% | $86,439+72.8% | $68,495+118.1% |
| Participation rate | 51.6% | 75.2%-23.6pp | 80.3%-28.7pp | 67.9%-16.3pp |
| Annual return | -17.67% | -0.23%-17.4pp | 4395.55%-4413.2pp | -7.84%-9.8pp |
| Employer contribution / active EE | $329 | $2,519-86.9% | $3,769-91.3% | $2,596-87.3% |
| Participant deferral / active EE | $3,008 | $5,901-49.0% | $6,952-56.7% | $4,028-25.3% |
| Admin fee / account holder | $14,247 | $5,637+152.8% | $6,732+111.6% | $5,403+163.7% |