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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 | $163,199 | $97,729+67.0% | $83,830+94.7% | $135,379+20.5% |
| Participation rate | 58.8% | 80.0%-21.1pp | 76.1%-17.3pp | 82.6%-23.8pp |
| Annual return | -5.54% | 1287.52%-1293.1pp | 850.97%-856.5pp | 519.79%-525.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,470 | $4,683-4.6% | $4,082+9.5% | $5,609-20.3% |
| Admin fee / account holder | $9,426 | $6,674+41.2% | $5,479+72.0% | $10,828-12.9% |