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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 | $92,154 | $92,766-0.7% | $82,763+11.3% | $134,545-31.5% |
| Participation rate | 64.7% | 75.2%-10.5pp | 72.6%-7.9pp | 81.2%-16.5pp |
| Annual return | -5.04% | 946.97%-952.0pp | 702.45%-707.5pp | 418.37%-423.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,345 | $4,802-51.2% | $4,395-46.6% | $6,401-63.4% |
| Admin fee / account holder | $1,060 | $5,978-82.3% | $5,325-80.1% | $11,431-90.7% |