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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 | $149,801 | $92,743+61.5% | $82,744+81.0% | $134,532+11.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -17.22% | 946.63%-963.9pp | 702.22%-719.4pp | 418.27%-435.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,533 | $4,802-47.2% | $4,395-42.4% | $6,401-60.4% |
| Admin fee / account holder | $97,035 | $5,977+1523.4% | $5,325+1722.3% | $11,429+749.1% |