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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 | $89,716 | $110,039-18.5% | $97,260-7.8% | $145,884-38.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 10.16% | 244.44%-234.3pp | 75.54%-65.4pp | 551.85%-541.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,800 | $4,674-61.5% | $4,262-57.8% | $6,690-73.1% |
| Admin fee / account holder | $449 | $6,204-92.8% | $5,640-92.0% | $13,392-96.6% |