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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 | $102,097 | $85,766+19.0% | $136,298-25.1% | $70,126+45.6% |
| Participation rate | 61.5% | 74.2%-12.6pp | 81.9%-20.4pp | 69.5%-8.0pp |
| Annual return | 16.60% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,796 | $5,051+34.5% | $6,247+8.8% | $3,332+104.0% |
| Admin fee / account holder | $38,541 | $5,421+611.0% | $9,244+316.9% | $4,645+729.7% |