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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 | $161,995 | $88,585+82.9% | $69,884+131.8% | $134,532+20.4% |
| Participation rate | 33.3% | 74.9%-41.6pp | 70.5%-37.1pp | 81.2%-47.9pp |
| Annual return | -18.21% | 442.80%-461.0pp | 190.81%-209.0pp | 418.27%-436.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,633 | $4,770+60.0% | $3,848+98.4% | $6,401+19.3% |
| Admin fee / account holder | $570 | $10,441-94.5% | $6,266-90.9% | $11,429-95.0% |