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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 | $113,123 | $125,190-9.6% | $105,624+7.1% | $145,897-22.5% |
| Participation rate | 54.2% | 77.6%-23.5pp | 75.3%-21.1pp | 80.3%-26.1pp |
| Annual return | 11.89% | 225.22%-213.3pp | 116.20%-104.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,151 | $5,716-44.9% | $5,013-37.1% | $6,689-52.9% |
| Admin fee / account holder | $1,403 | $17,138-91.8% | $10,961-87.2% | $13,390-89.5% |