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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 | $91,128 | $100,033-8.9% | $149,716-39.1% | $70,124+30.0% |
| Participation rate | 68.7% | 83.6%-14.9pp | 87.1%-18.4pp | 69.5%-0.9pp |
| Annual return | 17.21% | 27.43%-10.2pp | 1501.67%-1484.5pp | 73.14%-55.9pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,387 | $4,982-32.0% | $6,568-48.4% | $3,332+1.6% |
| Admin fee / account holder | $17,400 | $8,285+110.0% | $11,282+54.2% | $4,645+274.6% |