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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 | $86,341 | $54,679+57.9% | $76,119+13.4% | $74,459+16.0% |
| Participation rate | 40.4% | 60.3%-20.0pp | 69.1%-28.7pp | 67.2%-26.9pp |
| Annual return | 12.03% | 31.90%-19.9pp | 361.25%-349.2pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $62 | $1,781-96.5% | $2,693-97.7% | $2,626-97.6% |
| Participant deferral / active EE | $1,679 | $3,072-45.3% | $4,259-60.6% | $4,350-61.4% |
| Admin fee / account holder | $3,238 | $2,238+44.7% | $6,421-49.6% | $1,945+66.5% |