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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 | $87,711 | $111,814-21.6% | $93,654-6.3% | $145,959-39.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.93% | 203.30%-194.4pp | 133.34%-124.4pp | 561.95%-553.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $11,474 | $4,914+133.5% | $4,413+160.0% | $6,689+71.5% |
| Admin fee / account holder | $4,004 | $10,246-60.9% | $8,282-51.7% | $13,398-70.1% |