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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 | $115,091 | $135,645-15.2% | $110,243+4.4% | $135,380-15.0% |
| Participation rate | 36.4% | 83.5%-47.1pp | 79.8%-43.5pp | 82.6%-46.3pp |
| Annual return | -6.74% | 513.24%-520.0pp | 314.76%-321.5pp | 519.81%-526.5pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $29,313 | $5,507+432.3% | $4,672+527.4% | $5,609+422.6% |
| Admin fee / account holder | $58,725 | $11,458+412.5% | $8,548+587.0% | $10,828+442.3% |