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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 | $89,817 | $95,975-6.4% | $74,549+20.5% | $135,379-33.7% |
| Participation rate | 58.8% | 75.7%-16.8pp | 69.1%-10.3pp | 82.6%-23.8pp |
| Annual return | 6.06% | 56.96%-50.9pp | 32.53%-26.5pp | 519.79%-513.7pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,608 | $3,844-58.2% | $3,108-48.3% | $5,609-71.3% |
| Admin fee / account holder | $915 | $6,522-86.0% | $5,059-81.9% | $10,828-91.6% |