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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 | $88,310 | $99,652-11.4% | $78,778+12.1% | $147,585-40.2% |
| Participation rate | 53.8% | 76.2%-22.4pp | 69.2%-15.3pp | 82.8%-29.0pp |
| Annual return | 13.13% | 47.28%-34.2pp | 35.62%-22.5pp | 578.57%-565.4pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,260 | $3,664-38.3% | $2,958-23.6% | $5,439-58.4% |
| Admin fee / account holder | $5,364 | $7,155-25.0% | $5,134+4.5% | $10,885-50.7% |