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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 | $87,495 | $106,549-17.9% | $91,225-4.1% | $134,509-35.0% |
| Participation rate | 68.4% | 76.8%-8.4pp | 73.2%-4.8pp | 81.2%-12.8pp |
| Annual return | -6.68% | 160.73%-167.4pp | 114.10%-120.8pp | 418.13%-424.8pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,703 | $4,719+63.2% | $4,234+81.9% | $6,400+20.4% |
| Admin fee / account holder | $24,940 | $6,234+300.1% | $5,422+360.0% | $11,427+118.3% |