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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 | $96,538 | $107,941-10.6% | $91,994+4.9% | $152,909-36.9% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 21.32% | 89.28%-68.0pp | 69.04%-47.7pp | 345.46%-324.1pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,181 | $6,366+28.5% | $5,924+38.1% | $5,851+39.8% |
| Admin fee / account holder | $32,789 | $10,521+211.7% | $7,744+323.4% | $11,601+182.6% |