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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 | $135,768 | $197,819-31.4% | $155,789-12.9% | $125,389+8.3% |
| Participation rate | 64.3% | 82.1%-17.8pp | 76.1%-11.8pp | 83.2%-18.9pp |
| Annual return | -1.39% | 86.73%-88.1pp | 71.54%-72.9pp | 282.24%-283.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,567 | $5,631-18.9% | $4,798-4.8% | $5,352-14.7% |
| Admin fee / account holder | $5,304 | $9,544-44.4% | $7,477-29.1% | $9,541-44.4% |