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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 | $111,404 | $99,647+11.8% | $86,439+28.9% | $134,509-17.2% |
| Participation rate | 62.5% | 82.1%-19.6pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -18.29% | 6784.13%-6802.4pp | 4395.55%-4413.8pp | 418.13%-436.4pp |
| Employer contribution / active EE | $456 | $4,401-89.6% | $3,769-87.9% | $4,741-90.4% |
| Participant deferral / active EE | $2,980 | $7,246-58.9% | $6,952-57.1% | $6,400-53.4% |
| Admin fee / account holder | $1,834 | $8,373-78.1% | $6,732-72.8% | $11,427-83.9% |