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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 | $121,234 | $133,981-9.5% | $112,249+8.0% | $134,532-9.9% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -19.31% | 47.16%-66.5pp | 27.48%-46.8pp | 418.27%-437.6pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,806 | $5,292-28.1% | $4,729-19.5% | $6,401-40.5% |
| Admin fee / account holder | $4,199 | $7,492-44.0% | $6,412-34.5% | $11,429-63.3% |