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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 | $94,975 | $80,812+17.5% | $160,784-40.9% | $82,448+15.2% |
| Participation rate | 50.0% | 66.2%-16.2pp | 77.0%-27.0pp | 68.1%-18.1pp |
| Annual return | 17.38% | 100.59%-83.2pp | 1803.92%-1786.5pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,177 | $4,335-26.7% | $6,293-49.5% | $4,139-23.2% |
| Admin fee / account holder | $711 | $7,695-90.8% | $9,717-92.7% | $7,234-90.2% |