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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 | $95,535 | $63,346+50.8% | $92,240+3.6% | $70,126+36.2% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 22.89% | 530.19%-507.3pp | 176.29%-153.4pp | 73.15%-50.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,564 | $2,854-10.2% | $3,897-34.2% | $3,332-23.1% |
| Admin fee / account holder | $3,314 | $3,841-13.7% | $5,194-36.2% | $4,645-28.7% |