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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 | $175,260 | $190,879-8.2% | $160,009+9.5% | $134,532+30.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -18.50% | 552.63%-571.1pp | 408.85%-427.3pp | 418.27%-436.8pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,577 | $6,924+38.3% | $6,183+54.9% | $6,401+49.6% |
| Admin fee / account holder | $925 | $10,495-91.2% | $8,715-89.4% | $11,429-91.9% |