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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 | $148,038 | $75,962+94.9% | $154,111-3.9% | $64,173+130.7% |
| Participation rate | 44.4% | 70.4%-26.0pp | 83.0%-38.6pp | 69.6%-25.1pp |
| Annual return | -5.14% | 30.32%-35.5pp | 735.18%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,629 | $3,175+45.8% | $5,081-8.9% | $3,470+33.4% |
| Admin fee / account holder | $27,510 | $5,589+392.2% | $13,411+105.1% | $4,887+462.9% |