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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 | $104,407 | $197,819-47.2% | $155,789-33.0% | $125,389-16.7% |
| Participation rate | 7.1% | 82.1%-74.9pp | 76.1%-69.0pp | 83.2%-76.0pp |
| Annual return | 0.04% | 86.73%-86.7pp | 71.54%-71.5pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,533 | $5,631-55.0% | $4,798-47.2% | $5,352-52.7% |
| Admin fee / account holder | $107,283 | $9,544+1024.1% | $7,477+1334.8% | $9,541+1024.5% |