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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 | $93,422 | $92,743+0.7% | $82,744+12.9% | $134,532-30.6% |
| Participation rate | 52.4% | 75.2%-22.8pp | 72.6%-20.2pp | 81.2%-28.8pp |
| Annual return | -14.07% | 946.63%-960.7pp | 702.22%-716.3pp | 418.27%-432.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,434 | $4,802-49.3% | $4,395-44.6% | $6,401-62.0% |
| Admin fee / account holder | $15,317 | $5,977+156.3% | $5,325+187.7% | $11,429+34.0% |