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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 | $113,293 | $78,562+44.2% | $105,608+7.3% | $74,429+52.2% |
| Participation rate | 44.7% | 72.8%-28.1pp | 75.3%-30.6pp | 67.2%-22.5pp |
| Annual return | 13.55% | 15.94%-2.4pp | 116.50%-102.9pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $1 | $2,521-99.9% | $3,167-100.0% | $2,625-99.9% |
| Participant deferral / active EE | $3,414 | $4,321-21.0% | $5,010-31.9% | $4,348-21.5% |
| Admin fee / account holder | $3,649 | $2,217+64.6% | $11,028-66.9% | $1,944+87.7% |