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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 | $91,189 | $99,647-8.5% | $86,439+5.5% | $134,509-32.2% |
| Participation rate | 59.1% | 82.1%-23.0pp | 80.3%-21.2pp | 81.2%-22.1pp |
| Annual return | -19.31% | 6784.13%-6803.4pp | 4395.55%-4414.9pp | 418.13%-437.4pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,287 | $7,246-13.2% | $6,952-9.6% | $6,400-1.8% |
| Admin fee / account holder | $567 | $8,373-93.2% | $6,732-91.6% | $11,427-95.0% |