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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 | $95,011 | $102,422-7.2% | $147,117-35.4% | $80,959+17.4% |
| Participation rate | 55.1% | 75.9%-20.8pp | 82.2%-27.1pp | 67.7%-12.6pp |
| Annual return | 26.29% | 135.16%-108.9pp | 420.54%-394.3pp | 35.67%-9.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,977 | $6,652+65.0% | $8,065+36.1% | $4,300+155.3% |
| Admin fee / account holder | $4,993 | $7,953-37.2% | $12,993-61.6% | $6,925-27.9% |