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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 | $88,510 | $190,879-53.6% | $160,009-44.7% | $134,532-34.2% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -18.87% | 552.63%-571.5pp | 408.85%-427.7pp | 418.27%-437.1pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,895 | $6,924+14.0% | $6,183+27.7% | $6,401+23.3% |
| Admin fee / account holder | $4,083 | $10,495-61.1% | $8,715-53.1% | $11,429-64.3% |