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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 | $94,182 | $99,079-4.9% | $78,002+20.7% | $273,972-65.6% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.5%-33.9pp | 83.0%-41.3pp |
| Annual return | 4.01% | 217.93%-213.9pp | 425.99%-422.0pp | 41.46%-37.5pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,136 | $4,306-73.6% | $3,497-67.5% | $5,287-78.5% |
| Admin fee / account holder | $4,724 | $8,954-47.2% | $5,481-13.8% | $10,133-53.4% |