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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 | $97,308 | $103,392-5.9% | $87,104+11.7% | $152,897-36.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 24.08% | 28.10%-4.0pp | 28.19%-4.1pp | 345.43%-321.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,671 | $4,778-2.2% | $4,048+15.4% | $5,851-20.2% |
| Admin fee / account holder | $414 | $12,194-96.6% | $7,491-94.5% | $11,599-96.4% |