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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 | $66,670 | $82,630-19.3% | $64,105+4.0% | $125,389-46.8% |
| Participation rate | 53.3% | 75.9%-22.5pp | 68.2%-14.8pp | 83.2%-29.9pp |
| Annual return | -3.12% | 1489.72%-1492.8pp | 791.24%-794.4pp | 282.24%-285.4pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,990 | $3,608+10.6% | $2,822+41.4% | $5,352-25.4% |
| Admin fee / account holder | $2,980 | $6,382-53.3% | $4,499-33.8% | $9,541-68.8% |