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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 | $106,886 | $102,422+4.4% | $147,117-27.3% | $80,959+32.0% |
| Participation rate | 69.1% | 75.9%-6.7pp | 82.2%-13.0pp | 67.7%+1.5pp |
| Annual return | 22.08% | 135.16%-113.1pp | 420.54%-398.5pp | 35.67%-13.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,965 | $6,652-10.3% | $8,065-26.0% | $4,300+38.7% |
| Admin fee / account holder | $43,153 | $7,953+442.6% | $12,993+232.1% | $6,925+523.1% |