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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 | $99,745 | $102,393-2.6% | $147,041-32.2% | $80,911+23.3% |
| Participation rate | 52.6% | 75.9%-23.2pp | 82.2%-29.5pp | 67.6%-15.0pp |
| Annual return | 13.72% | 134.95%-121.2pp | 419.21%-405.5pp | 35.63%-21.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,580 | $6,647+29.1% | $8,071+6.3% | $4,297+99.7% |
| Admin fee / account holder | $3,382 | $7,943-57.4% | $13,006-74.0% | $6,935-51.2% |