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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 | $55,437+51.0% | $155,534-46.2% | $74,459+12.4% |
| Participation rate | 43.1% | 61.9%-18.8pp | 78.2%-35.1pp | 67.2%-24.1pp |
| Annual return | 15.31% | 269.58%-254.3pp | 64.92%-49.6pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $232 | $2,266-89.8% | $4,675-95.0% | $2,626-91.2% |
| Participant deferral / active EE | $1,516 | $2,837-46.6% | $5,630-73.1% | $4,350-65.1% |
| Admin fee / account holder | $3,685 | $1,742+111.5% | $15,900-76.8% | $1,945+89.5% |