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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 | $101,731 | $102,385-0.6% | $147,080-30.8% | $80,935+25.7% |
| Participation rate | 31.8% | 75.9%-44.1pp | 82.2%-50.4pp | 67.7%-35.8pp |
| Annual return | 11.96% | 135.09%-123.1pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,475 | $6,651-47.8% | $8,066-56.9% | $4,299-19.2% |
| Admin fee / account holder | $2,891 | $7,951-63.6% | $12,989-77.7% | $6,924-58.3% |