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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 | $148,384 | $190,879-22.3% | $160,009-7.3% | $134,532+10.3% |
| Participation rate | 38.5% | 82.0%-43.5pp | 78.0%-39.5pp | 81.2%-42.8pp |
| Annual return | -17.11% | 552.63%-569.7pp | 408.85%-426.0pp | 418.27%-435.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,591 | $6,924-48.1% | $6,183-41.9% | $6,401-43.9% |
| Admin fee / account holder | $780 | $10,495-92.6% | $8,715-91.1% | $11,429-93.2% |