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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 | $135,631 | $75,962+78.6% | $154,108-12.0% | $64,173+111.4% |
| Participation rate | 53.6% | 70.4%-16.8pp | 83.0%-29.5pp | 69.6%-16.0pp |
| Annual return | -4.95% | 30.32%-35.3pp | 735.21%-740.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,962 | $3,175+56.3% | $5,081-2.3% | $3,470+43.0% |
| Admin fee / account holder | $2,036 | $5,589-63.6% | $13,411-84.8% | $4,887-58.3% |