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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 | $109,583 | $90,607+20.9% | $79,467+37.9% | $135,380-19.1% |
| Participation rate | 44.4% | 76.0%-31.6pp | 73.3%-28.9pp | 82.6%-38.2pp |
| Annual return | -5.23% | 977.74%-983.0pp | 718.30%-723.5pp | 519.81%-525.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,567 | $4,050+111.5% | $3,704+131.3% | $5,609+52.7% |
| Admin fee / account holder | $755 | $5,895-87.2% | $5,104-85.2% | $10,828-93.0% |