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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 | $89,915 | $99,668-9.8% | $86,451+4.0% | $134,545-33.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -19.80% | 6789.61%-6809.4pp | 4398.51%-4418.3pp | 418.37%-438.2pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,800 | $7,249-33.8% | $6,953-31.0% | $6,401-25.0% |
| Admin fee / account holder | $14,427 | $8,377+72.2% | $6,734+114.2% | $11,431+26.2% |