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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 | $77,290 | $97,729-20.9% | $83,830-7.8% | $135,379-42.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -3.66% | 1287.52%-1291.2pp | 850.97%-854.6pp | 519.79%-523.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,071 | $4,683-13.1% | $4,082-0.3% | $5,609-27.4% |
| Admin fee / account holder | $18,379 | $6,674+175.4% | $5,479+235.5% | $10,828+69.7% |