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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 | $130,443 | $29,733+338.7% | $56,025+132.8% | $80,959+61.1% |
| Participation rate | 48.0% | 41.7%+6.3pp | 52.5%-4.5pp | 67.7%-19.7pp |
| Annual return | 12.65% | 35.28%-22.6pp | 1712.69%-1700.0pp | 35.67%-23.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,688 | $1,229+281.3% | $1,955+139.9% | $4,300+9.0% |
| Admin fee / account holder | $35,084 | $2,434+1341.7% | $2,828+1140.5% | $6,925+406.6% |