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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 | $95,816 | $111,830-14.3% | $93,696+2.3% | $145,884-34.3% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 10.36% | 204.08%-193.7pp | 133.74%-123.4pp | 551.85%-541.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,623 | $4,920-26.4% | $4,417-18.0% | $6,690-45.8% |
| Admin fee / account holder | $29,891 | $10,249+191.7% | $8,287+260.7% | $13,392+123.2% |