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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 | $124,531 | $90,617+37.4% | $79,476+56.7% | $135,382-8.0% |
| Participation rate | 66.7% | 76.1%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -6.41% | 977.57%-984.0pp | 718.21%-724.6pp | 519.77%-526.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,775 | $4,050+17.9% | $3,704+28.9% | $5,609-14.9% |
| Admin fee / account holder | $5,162 | $5,907-12.6% | $5,113+1.0% | $10,829-52.3% |