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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 | $104,770 | $78,636+33.2% | $105,607-0.8% | $74,459+40.7% |
| Participation rate | 44.7% | 72.8%-28.1pp | 75.3%-30.6pp | 67.2%-22.5pp |
| Annual return | 12.67% | 15.96%-3.3pp | 116.11%-103.4pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $236 | $2,523-90.6% | $3,167-92.5% | $2,626-91.0% |
| Participant deferral / active EE | $2,363 | $4,322-45.3% | $5,011-52.8% | $4,350-45.7% |
| Admin fee / account holder | $3,860 | $2,220+73.9% | $10,958-64.8% | $1,945+98.5% |