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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 | $104,792 | $82,314+27.3% | $68,808+52.3% | $134,532-22.1% |
| Participation rate | 55.0% | 75.1%-20.1pp | 69.0%-14.0pp | 81.2%-26.2pp |
| Annual return | 52.99% | -2.18%+55.2pp | -6.37%+59.4pp | 418.27%-365.3pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,999 | $4,740+26.6% | $3,942+52.2% | $6,401-6.3% |
| Admin fee / account holder | $6,991 | $6,484+7.8% | $4,936+41.6% | $11,429-38.8% |