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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 | $84,873 | $90,607-6.3% | $79,467+6.8% | $135,380-37.3% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 82.6%-25.5pp |
| Annual return | -5.34% | 977.74%-983.1pp | 718.30%-723.6pp | 519.81%-525.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,143 | $4,050-47.1% | $3,704-42.1% | $5,609-61.8% |
| Admin fee / account holder | $8,759 | $5,895+48.6% | $5,104+71.6% | $10,828-19.1% |