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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 | $164,766 | $99,668+65.3% | $86,451+90.6% | $134,545+22.5% |
| Participation rate | 42.9% | 82.1%-39.2pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -17.76% | 6789.61%-6807.4pp | 4398.51%-4416.3pp | 418.37%-436.1pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,123 | $7,249-15.5% | $6,953-11.9% | $6,401-4.3% |
| Admin fee / account holder | $1,431 | $8,377-82.9% | $6,734-78.7% | $11,431-87.5% |