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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 | $96,477 | $92,766+4.0% | $82,763+16.6% | $134,545-28.3% |
| Participation rate | 56.3% | 75.2%-19.0pp | 72.6%-16.3pp | 81.2%-25.0pp |
| Annual return | -20.77% | 946.97%-967.7pp | 702.45%-723.2pp | 418.37%-439.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,438 | $4,802-70.1% | $4,395-67.3% | $6,401-77.5% |
| Admin fee / account holder | $1,608 | $5,978-73.1% | $5,325-69.8% | $11,431-85.9% |