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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 | $93,461 | $106,551-12.3% | $91,225+2.5% | $134,532-30.5% |
| Participation rate | 35.0% | 76.8%-41.8pp | 73.2%-38.2pp | 81.2%-46.2pp |
| Annual return | -17.89% | 160.78%-178.7pp | 114.12%-132.0pp | 418.27%-436.2pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,015 | $4,718-78.5% | $4,233-76.0% | $6,401-84.1% |
| Admin fee / account holder | $1,443 | $6,234-76.9% | $5,422-73.4% | $11,429-87.4% |