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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 | $97,855 | $100,911-3.0% | $90,440+8.2% | $158,966-38.4% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 15.83% | 1726.62%-1710.8pp | 1294.38%-1278.6pp | 302.95%-287.1pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,280 | $4,348-24.6% | $3,964-17.2% | $5,983-45.2% |
| Admin fee / account holder | $21,342 | $6,507+228.0% | $5,615+280.1% | $11,250+89.7% |