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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 | $87,510 | $100,060-12.5% | $149,721-41.6% | $70,126+24.8% |
| Participation rate | 11.1% | 83.6%-72.5pp | 87.1%-76.0pp | 69.5%-58.4pp |
| Annual return | 14.96% | 27.46%-12.5pp | 1501.67%-1486.7pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,506 | $4,982-49.7% | $6,568-61.9% | $3,332-24.8% |
| Admin fee / account holder | $28,300 | $8,285+241.6% | $11,282+150.8% | $4,645+509.2% |