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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 | $111,025 | $95,979+15.7% | $74,551+48.9% | $135,380-18.0% |
| Participation rate | 54.5% | 75.7%-21.1pp | 69.1%-14.6pp | 82.6%-28.1pp |
| Annual return | -7.37% | 56.97%-64.3pp | 32.53%-39.9pp | 519.81%-527.2pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,553 | $3,844+44.5% | $3,108+78.7% | $5,609-1.0% |
| Admin fee / account holder | $529 | $6,522-91.9% | $5,059-89.6% | $10,828-95.1% |