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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 | $206,728 | $95,979+115.4% | $74,551+177.3% | $135,380+52.7% |
| Participation rate | 34.8% | 75.7%-40.9pp | 69.1%-34.4pp | 82.6%-47.9pp |
| Annual return | -5.01% | 56.97%-62.0pp | 32.53%-37.5pp | 519.81%-524.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,880 | $3,844-25.1% | $3,108-7.3% | $5,609-48.7% |
| Admin fee / account holder | $30,458 | $6,522+367.0% | $5,059+502.0% | $10,828+181.3% |