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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 | $91,815 | $90,606+1.3% | $79,466+15.5% | $135,379-32.2% |
| Participation rate | 29.4% | 76.0%-46.6pp | 73.3%-43.9pp | 82.6%-53.2pp |
| Annual return | -2.74% | 977.69%-980.4pp | 718.28%-721.0pp | 519.79%-522.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $956 | $4,050-76.4% | $3,704-74.2% | $5,609-83.0% |
| Admin fee / account holder | $31,057 | $5,895+426.8% | $5,104+508.5% | $10,828+186.8% |