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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 | $95,475 | $102,422-6.8% | $147,117-35.1% | $80,959+17.9% |
| Participation rate | 41.9% | 75.9%-33.9pp | 82.2%-40.2pp | 67.7%-25.7pp |
| Annual return | 15.50% | 135.16%-119.7pp | 420.54%-405.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,783 | $6,652-43.1% | $8,065-53.1% | $4,300-12.0% |
| Admin fee / account holder | $307 | $7,953-96.1% | $12,993-97.6% | $6,925-95.6% |