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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 | $120,562 | $91,536+31.7% | $130,062-7.3% | $75,177+60.4% |
| Participation rate | 69.6% | 71.5%-1.8pp | 78.5%-8.9pp | 67.2%+2.4pp |
| Annual return | 14.59% | -631.62%+646.2pp | -137.37%+152.0pp | 160.75%-146.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,267 | $4,343+21.3% | $5,821-9.5% | $4,126+27.6% |
| Admin fee / account holder | $1,558 | $6,780-77.0% | $10,601-85.3% | $5,651-72.4% |