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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 | $215,679 | $190,862+13.0% | $159,991+34.8% | $134,509+60.3% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.0%-19.6pp | 81.2%-22.9pp |
| Annual return | -15.55% | 552.59%-568.1pp | 408.82%-424.4pp | 418.13%-433.7pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,060 | $6,924+74.2% | $6,183+95.1% | $6,400+88.4% |
| Admin fee / account holder | $122,400 | $10,495+1066.3% | $8,715+1304.5% | $11,427+971.2% |