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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 | $211,363 | $99,647+112.1% | $86,439+144.5% | $134,509+57.1% |
| Participation rate | 38.9% | 82.1%-43.2pp | 80.3%-41.4pp | 81.2%-42.3pp |
| Annual return | -15.61% | 6784.13%-6799.7pp | 4395.55%-4411.2pp | 418.13%-433.7pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,370 | $7,246-39.7% | $6,952-37.1% | $6,400-31.7% |
| Admin fee / account holder | $21,376 | $8,373+155.3% | $6,732+217.5% | $11,427+87.1% |