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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 | $132,888 | $152,619-12.9% | $125,195+6.1% | $152,909-13.1% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.5%-49.1pp |
| Annual return | 19.26% | 54.85%-35.6pp | 43.79%-24.5pp | 345.46%-326.2pp |
| Employer contribution / active EE | $770 | $4,947-84.4% | $3,866-80.1% | $4,764-83.8% |
| Participant deferral / active EE | $6,811 | $5,869+16.1% | $4,937+37.9% | $5,851+16.4% |
| Admin fee / account holder | $40,881 | $13,437+204.2% | $9,704+321.3% | $11,601+252.4% |