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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 | $109,567 | $100,060+9.5% | $149,721-26.8% | $70,126+56.2% |
| Participation rate | 59.5% | 83.6%-24.1pp | 87.1%-27.5pp | 69.5%-10.0pp |
| Annual return | 18.40% | 27.46%-9.1pp | 1501.67%-1483.3pp | 73.15%-54.7pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,457 | $4,982-30.6% | $6,568-47.4% | $3,332+3.8% |
| Admin fee / account holder | $3,639 | $8,285-56.1% | $11,282-67.7% | $4,645-21.7% |