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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 | $83,704 | $55,446+51.0% | $155,574-46.2% | $74,429+12.5% |
| Participation rate | 43.1% | 61.9%-18.8pp | 78.2%-35.1pp | 67.2%-24.1pp |
| Annual return | 15.31% | 269.20%-253.9pp | 64.87%-49.6pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $232 | $2,266-89.8% | $4,676-95.0% | $2,625-91.2% |
| Participant deferral / active EE | $1,516 | $2,836-46.5% | $5,629-73.1% | $4,348-65.1% |
| Admin fee / account holder | $3,685 | $1,743+111.4% | $15,914-76.8% | $1,944+89.5% |