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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 | $133,098 | $99,668+33.5% | $86,451+54.0% | $134,545-1.1% |
| Participation rate | 36.8% | 82.1%-45.2pp | 80.3%-43.5pp | 81.2%-44.4pp |
| Annual return | -18.97% | 6789.61%-6808.6pp | 4398.51%-4417.5pp | 418.37%-437.3pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,538 | $7,249-51.2% | $6,953-49.1% | $6,401-44.7% |
| Admin fee / account holder | $1,564 | $8,377-81.3% | $6,734-76.8% | $11,431-86.3% |