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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 | $81,161 | $85,169-4.7% | $172,755-53.0% | $72,983+11.2% |
| Participation rate | 9.1% | 70.1%-61.0pp | 82.6%-73.6pp | 69.5%-60.4pp |
| Annual return | 16.06% | 27.32%-11.3pp | 802.94%-786.9pp | 81.01%-64.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,015 | $3,260-68.9% | $5,198-80.5% | $3,608-71.9% |
| Admin fee / account holder | $23,619 | $5,880+301.7% | $13,955+69.3% | $5,124+360.9% |