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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 | $90,443 | $99,652-9.2% | $78,778+14.8% | $147,586-38.7% |
| Participation rate | 39.1% | 76.2%-37.1pp | 69.2%-30.1pp | 82.8%-43.7pp |
| Annual return | 16.70% | 47.28%-30.6pp | 35.62%-18.9pp | 578.59%-561.9pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,492 | $3,664-32.0% | $2,958-15.8% | $5,439-54.2% |
| Admin fee / account holder | $27,547 | $7,155+285.0% | $5,134+436.6% | $10,886+153.1% |