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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 | $94,470 | $99,668-5.2% | $86,451+9.3% | $134,545-29.8% |
| Participation rate | 68.2% | 82.1%-13.9pp | 80.3%-12.2pp | 81.2%-13.1pp |
| Annual return | -16.94% | 6789.61%-6806.5pp | 4398.51%-4415.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $2 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,936 | $7,249-59.5% | $6,953-57.8% | $6,401-54.1% |
| Admin fee / account holder | $3,845 | $8,377-54.1% | $6,734-42.9% | $11,431-66.4% |