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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 | $103,030 | $118,877-13.3% | $96,570+6.7% | $167,536-38.5% |
| Participation rate | 58.8% | 75.5%-16.7pp | 69.8%-11.0pp | 82.1%-23.3pp |
| Annual return | 10.26% | 50.50%-40.2pp | 37.79%-27.5pp | 478.82%-468.6pp |
| Employer contribution / active EE | $310 | $3,121-90.1% | $2,357-86.8% | $4,839-93.6% |
| Participant deferral / active EE | $2,751 | $4,617-40.4% | $3,849-28.5% | $6,342-56.6% |
| Admin fee / account holder | $20,046 | $8,069+148.4% | $6,182+224.2% | $12,315+62.8% |