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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 | $109,261 | $75,962+43.8% | $154,111-29.1% | $64,173+70.3% |
| Participation rate | 48.3% | 70.4%-22.1pp | 83.0%-34.8pp | 69.6%-21.3pp |
| Annual return | 7.20% | 30.32%-23.1pp | 735.18%-728.0pp | 7.63%-0.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,630 | $3,175-48.7% | $5,081-67.9% | $3,470-53.0% |
| Admin fee / account holder | $10,199 | $5,589+82.5% | $13,411-24.0% | $4,887+108.7% |