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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 | $84,882 | $93,117-8.8% | $77,096+10.1% | $134,532-36.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -19.90% | 62.67%-82.6pp | 42.35%-62.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,312 | $5,241-36.8% | $4,429-25.2% | $6,401-48.3% |
| Admin fee / account holder | $4,479 | $6,948-35.5% | $5,428-17.5% | $11,429-60.8% |