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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 | $97,054 | $112,131-13.4% | $95,964+1.1% | $158,982-39.0% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 15.48% | 171.19%-155.7pp | 91.64%-76.2pp | 302.99%-287.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,148 | $4,784-55.1% | $4,167-48.5% | $5,983-64.1% |
| Admin fee / account holder | $2,345 | $10,136-76.9% | $6,797-65.5% | $11,252-79.2% |