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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 | $123,059 | $147,727-16.7% | $115,756+6.3% | $134,532-8.5% |
| Participation rate | 66.7% | 80.4%-13.8pp | 77.1%-10.4pp | 81.2%-14.6pp |
| Annual return | -20.15% | 73.96%-94.1pp | 143.14%-163.3pp | 418.27%-438.4pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,607 | $7,563-12.6% | $6,254+5.6% | $6,401+3.2% |
| Admin fee / account holder | $1,515 | $14,571-89.6% | $8,124-81.4% | $11,429-86.7% |