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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 | $91,242 | $135,645-32.7% | $110,243-17.2% | $135,380-32.6% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -8.34% | 513.24%-521.6pp | 314.76%-323.1pp | 519.81%-528.1pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,537 | $5,507+36.9% | $4,672+61.3% | $5,609+34.4% |
| Admin fee / account holder | $1,669 | $11,458-85.4% | $8,548-80.5% | $10,828-84.6% |