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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 | $111,065 | $93,117+19.3% | $77,096+44.1% | $134,532-17.4% |
| Participation rate | 63.6% | 74.5%-10.9pp | 67.9%-4.3pp | 81.2%-17.6pp |
| Annual return | -16.16% | 62.67%-78.8pp | 42.35%-58.5pp | 418.27%-434.4pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,765 | $5,241-9.1% | $4,429+7.6% | $6,401-25.6% |
| Admin fee / account holder | $12,706 | $6,948+82.9% | $5,428+134.1% | $11,429+11.2% |