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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 | $94,568 | $85,766+10.3% | $136,298-30.6% | $70,126+34.9% |
| Participation rate | 60.5% | 74.2%-13.6pp | 81.9%-21.4pp | 69.5%-9.0pp |
| Annual return | 14.44% | 31.46%-17.0pp | 5156.27%-5141.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,568 | $5,051-9.6% | $6,247-26.9% | $3,332+37.1% |
| Admin fee / account holder | $7,160 | $5,421+32.1% | $9,244-22.5% | $4,645+54.1% |