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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 | $220,743 | $99,644+121.5% | $86,438+155.4% | $134,532+64.1% |
| Participation rate | 65.2% | 82.1%-16.8pp | 80.3%-15.1pp | 81.2%-16.0pp |
| Annual return | -12.72% | 6787.26%-6800.0pp | 4397.19%-4409.9pp | 418.27%-431.0pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,656 | $7,247+5.6% | $6,952+10.1% | $6,401+19.6% |
| Admin fee / account holder | $2,517 | $8,375-70.0% | $6,733-62.6% | $11,429-78.0% |