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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 | $120,562 | $99,644+21.0% | $86,438+39.5% | $134,532-10.4% |
| Participation rate | 47.1% | 82.1%-35.0pp | 80.3%-33.3pp | 81.2%-34.2pp |
| Annual return | -12.25% | 6787.26%-6799.5pp | 4397.19%-4409.4pp | 418.27%-430.5pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,033 | $7,247-3.0% | $6,952+1.2% | $6,401+9.9% |
| Admin fee / account holder | $106,548 | $8,375+1172.3% | $6,733+1482.5% | $11,429+832.3% |