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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 | $95,149 | $109,967-13.5% | $97,197-2.1% | $145,877-34.8% |
| Participation rate | 54.5% | 76.0%-21.4pp | 72.7%-18.1pp | 80.3%-25.8pp |
| Annual return | 10.82% | 244.27%-233.4pp | 75.47%-64.6pp | 551.28%-540.5pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,935 | $4,676-58.6% | $4,263-54.6% | $6,691-71.1% |
| Admin fee / account holder | $18,370 | $6,199+196.3% | $5,637+225.9% | $13,402+37.1% |