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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 | $99,306 | $118,877-16.5% | $96,570+2.8% | $167,536-40.7% |
| Participation rate | 58.8% | 75.5%-16.7pp | 69.8%-11.0pp | 82.1%-23.3pp |
| Annual return | 11.11% | 50.50%-39.4pp | 37.79%-26.7pp | 478.82%-467.7pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,864 | $4,617-59.6% | $3,849-51.6% | $6,342-70.6% |
| Admin fee / account holder | $57,849 | $8,069+616.9% | $6,182+835.7% | $12,315+369.8% |