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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 | $104,408 | $102,422+1.9% | $147,117-29.0% | $80,959+29.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 22.90% | 135.16%-112.3pp | 420.54%-397.6pp | 35.67%-12.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,621 | $6,652-15.5% | $8,065-30.3% | $4,300+30.7% |
| Admin fee / account holder | $20,453 | $7,953+157.2% | $12,993+57.4% | $6,925+195.3% |