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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 | $93,844 | $102,422-8.4% | $147,117-36.2% | $80,959+15.9% |
| Participation rate | 26.0% | 75.9%-49.9pp | 82.2%-56.2pp | 67.7%-41.7pp |
| Annual return | 15.43% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,351 | $6,652-49.6% | $8,065-58.4% | $4,300-22.1% |
| Admin fee / account holder | $1,140 | $7,953-85.7% | $12,993-91.2% | $6,925-83.5% |