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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 | $75,714 | $97,729-22.5% | $83,830-9.7% | $135,379-44.1% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -5.81% | 1287.52%-1293.3pp | 850.97%-856.8pp | 519.79%-525.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,404 | $4,683-70.0% | $4,082-65.6% | $5,609-75.0% |
| Admin fee / account holder | $7,314 | $6,674+9.6% | $5,479+33.5% | $10,828-32.4% |