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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 | $98,342 | $112,131-12.3% | $95,964+2.5% | $158,982-38.1% |
| Participation rate | 52.6% | 79.0%-26.4pp | 77.1%-24.5pp | 82.0%-29.3pp |
| Annual return | 8.27% | 171.19%-162.9pp | 91.64%-83.4pp | 302.99%-294.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,518 | $4,784-68.3% | $4,167-63.6% | $5,983-74.6% |
| Admin fee / account holder | $8,308 | $10,136-18.0% | $6,797+22.2% | $11,252-26.2% |