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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 | $100,657 | $102,385-1.7% | $147,080-31.6% | $80,935+24.4% |
| Participation rate | 51.4% | 75.9%-24.4pp | 82.2%-30.8pp | 67.7%-16.2pp |
| Annual return | 17.81% | 135.09%-117.3pp | 420.17%-402.4pp | 35.66%-17.9pp |
| Employer contribution / active EE | $5 | $3,717-99.9% | $4,933-99.9% | $2,757-99.8% |
| Participant deferral / active EE | $5,136 | $6,651-22.8% | $8,066-36.3% | $4,299+19.4% |
| Admin fee / account holder | $7,010 | $7,951-11.8% | $12,989-46.0% | $6,924+1.2% |