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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 | $101,841 | $102,385-0.5% | $147,080-30.8% | $80,935+25.8% |
| Participation rate | 53.6% | 75.9%-22.3pp | 82.2%-28.6pp | 67.7%-14.1pp |
| Annual return | 23.17% | 135.09%-111.9pp | 420.17%-397.0pp | 35.66%-12.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,299 | $6,651+9.8% | $8,066-9.5% | $4,299+69.8% |
| Admin fee / account holder | $1,029 | $7,951-87.1% | $12,989-92.1% | $6,924-85.1% |