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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 | $104,100 | $106,008-1.8% | $92,240+12.9% | $147,586-29.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 13.46% | 50.05%-36.6pp | 176.29%-162.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $538 | $4,333-87.6% | $3,680-85.4% | $4,876-89.0% |
| Participant deferral / active EE | $1,333 | $4,478-70.2% | $3,897-65.8% | $5,439-75.5% |
| Admin fee / account holder | $3,588 | $6,333-43.4% | $5,194-30.9% | $10,886-67.0% |