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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 | $175,856 | $91,536+92.1% | $130,062+35.2% | $75,177+133.9% |
| Participation rate | 62.8% | 71.5%-8.7pp | 78.5%-15.7pp | 67.2%-4.4pp |
| Annual return | 17.43% | -631.62%+649.1pp | -137.37%+154.8pp | 160.75%-143.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,197 | $4,343+19.7% | $5,821-10.7% | $4,126+25.9% |
| Admin fee / account holder | $30,043 | $6,780+343.1% | $10,601+183.4% | $5,651+431.6% |