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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 | $101,911 | $106,008-3.9% | $92,240+10.5% | $147,586-30.9% |
| Participation rate | 53.3% | 80.4%-27.1pp | 76.5%-23.1pp | 82.8%-29.5pp |
| Annual return | 17.01% | 50.05%-33.0pp | 176.29%-159.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,682 | $4,478-62.4% | $3,897-56.8% | $5,439-69.1% |
| Admin fee / account holder | $1,485 | $6,333-76.6% | $5,194-71.4% | $10,886-86.4% |