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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 | $102,731 | $92,743+10.8% | $82,744+24.2% | $134,532-23.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -14.61% | 946.63%-961.2pp | 702.22%-716.8pp | 418.27%-432.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,280 | $4,802+134.9% | $4,395+156.7% | $6,401+76.2% |
| Admin fee / account holder | $625 | $5,977-89.5% | $5,325-88.3% | $11,429-94.5% |