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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 | $202,007 | $152,542+32.4% | $117,498+71.9% | $134,509+50.2% |
| Participation rate | 55.6% | 77.1%-21.5pp | 70.6%-15.0pp | 81.2%-25.7pp |
| Annual return | -15.13% | 53.02%-68.1pp | 29.75%-44.9pp | 418.13%-433.3pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,089 | $4,819+67.8% | $4,071+98.7% | $6,400+26.4% |
| Admin fee / account holder | $627 | $7,006-91.1% | $5,646-88.9% | $11,427-94.5% |