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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 | $83,920 | $100,033-16.1% | $149,716-43.9% | $70,124+19.7% |
| Participation rate | 37.5% | 83.6%-46.1pp | 87.1%-49.6pp | 69.5%-32.0pp |
| Annual return | 18.07% | 27.43%-9.4pp | 1501.67%-1483.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,982 | $4,9820% | $6,568-24.1% | $3,332+49.5% |
| Admin fee / account holder | $10,410 | $8,285+25.6% | $11,282-7.7% | $4,645+124.1% |