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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 | $114,516 | $88,585+29.3% | $69,884+63.9% | $134,532-14.9% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -19.67% | 442.80%-462.5pp | 190.81%-210.5pp | 418.27%-437.9pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,000 | $4,770+25.8% | $3,848+55.9% | $6,401-6.3% |
| Admin fee / account holder | $62,276 | $10,441+496.5% | $6,266+893.8% | $11,429+444.9% |