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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 | $92,340 | $95,979-3.8% | $74,551+23.9% | $135,380-31.8% |
| Participation rate | 45.5% | 75.7%-30.2pp | 69.1%-23.7pp | 82.6%-37.2pp |
| Annual return | -5.97% | 56.97%-62.9pp | 32.53%-38.5pp | 519.81%-525.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $975 | $3,844-74.6% | $3,108-68.6% | $5,609-82.6% |
| Admin fee / account holder | $7,454 | $6,522+14.3% | $5,059+47.3% | $10,828-31.2% |