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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 | $96,615 | $101,499-4.8% | $147,005-34.3% | $74,546+29.6% |
| Participation rate | 53.4% | 75.5%-22.1pp | 82.2%-28.7pp | 67.2%-13.8pp |
| Annual return | 16.31% | 8732.34%-8716.0pp | 418.76%-402.5pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,855 | $7,304-6.1% | $8,070-15.0% | $4,347+57.7% |
| Admin fee / account holder | $8,442 | $1,748+383.0% | $13,006-35.1% | $1,944+334.4% |