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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 | $141,224 | $135,645+4.1% | $110,243+28.1% | $135,379+4.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -3.97% | 513.24%-517.2pp | 314.76%-318.7pp | 519.79%-523.8pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,629 | $5,507-34.1% | $4,672-22.3% | $5,609-35.3% |
| Admin fee / account holder | $6,624 | $11,458-42.2% | $8,548-22.5% | $10,828-38.8% |