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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 | $90,514 | $91,525-1.1% | $130,026-30.4% | $75,181+20.4% |
| Participation rate | 53.7% | 71.4%-17.7pp | 78.5%-24.8pp | 67.2%-13.5pp |
| Annual return | 20.20% | -631.40%+651.6pp | -137.26%+157.5pp | 160.69%-140.5pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,026 | $4,342+38.8% | $5,821+3.5% | $4,126+46.0% |
| Admin fee / account holder | $2,010 | $6,778-70.4% | $10,608-81.1% | $5,650-64.4% |