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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 | $115,652 | $100,041+15.6% | $149,718-22.8% | $70,131+64.9% |
| Participation rate | 52.2% | 83.6%-31.4pp | 87.1%-34.9pp | 69.5%-17.4pp |
| Annual return | 15.74% | 27.43%-11.7pp | 1501.70%-1486.0pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,536 | $4,983-29.0% | $6,568-46.2% | $3,332+6.1% |
| Admin fee / account holder | $17,612 | $8,286+112.5% | $11,283+56.1% | $4,645+279.1% |