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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 | $193,785 | $99,644+94.5% | $86,438+124.2% | $134,532+44.0% |
| Participation rate | 64.7% | 82.1%-17.4pp | 80.3%-15.6pp | 81.2%-16.5pp |
| Annual return | -20.30% | 6787.26%-6807.6pp | 4397.19%-4417.5pp | 418.27%-438.6pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,960 | $7,247+37.4% | $6,952+43.3% | $6,401+55.6% |
| Admin fee / account holder | $832 | $8,375-90.1% | $6,733-87.6% | $11,429-92.7% |