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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 | $111,830-21.6% | $93,696-6.4% | $145,884-39.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.93% | 204.08%-195.2pp | 133.74%-124.8pp | 551.85%-542.9pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,474 | $4,920+133.2% | $4,417+159.8% | $6,690+71.5% |
| Admin fee / account holder | $4,004 | $10,249-60.9% | $8,287-51.7% | $13,392-70.1% |