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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 | $91,936 | $103,000-10.7% | $90,300+1.8% | $152,885-39.9% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.5%-45.0pp |
| Annual return | 20.14% | 95.19%-75.1pp | 78.11%-58.0pp | 345.39%-325.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,090 | $4,281-51.2% | $3,884-46.2% | $5,851-64.3% |
| Admin fee / account holder | $7,645 | $6,173+23.8% | $5,353+42.8% | $11,598-34.1% |