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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 | $93,207 | $100,041-6.8% | $149,718-37.7% | $70,131+32.9% |
| Participation rate | 68.3% | 83.6%-15.3pp | 87.1%-18.8pp | 69.5%-1.2pp |
| Annual return | 19.12% | 27.43%-8.3pp | 1501.67%-1482.5pp | 73.14%-54.0pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $11,066 | $4,983+122.1% | $6,569+68.5% | $3,332+232.1% |
| Admin fee / account holder | $5,824 | $8,286-29.7% | $11,283-48.4% | $4,645+25.4% |