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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 | $96,547 | $111,878-13.7% | $93,727+3.0% | $145,897-33.8% |
| Participation rate | 52.6% | 74.2%-21.6pp | 68.7%-16.1pp | 80.3%-27.7pp |
| Annual return | 9.03% | 204.28%-195.2pp | 133.83%-124.8pp | 552.29%-543.3pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,067 | $4,920-17.4% | $4,417-7.9% | $6,689-39.2% |
| Admin fee / account holder | $13,487 | $10,256+31.5% | $8,292+62.7% | $13,390+0.7% |