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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 | $118,413 | $97,761+21.1% | $83,850+41.2% | $135,382-12.5% |
| Participation rate | 52.6% | 80.0%-27.3pp | 76.1%-23.5pp | 82.6%-30.0pp |
| Annual return | -5.90% | 1287.44%-1293.3pp | 850.92%-856.8pp | 519.77%-525.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,808 | $4,682-40.0% | $4,082-31.2% | $5,609-49.9% |
| Admin fee / account holder | $990 | $6,674-85.2% | $5,478-81.9% | $10,829-90.9% |