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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 | $111,199 | $95,975+15.9% | $74,552+49.2% | $135,377-17.9% |
| Participation rate | 66.7% | 75.6%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -2.60% | 56.96%-59.6pp | 32.53%-35.1pp | 519.75%-522.4pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,039 | $3,843+213.2% | $3,108+287.3% | $5,609+114.6% |
| Admin fee / account holder | $79,456 | $6,522+1118.3% | $5,060+1470.4% | $10,828+633.8% |