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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 | $105,862 | $45,566+132.3% | $64,105+65.1% | $59,633+77.5% |
| Participation rate | 24.3% | 60.2%-35.8pp | 68.2%-43.8pp | 68.7%-44.3pp |
| Annual return | 4.55% | 4.95%-0.4pp | 791.24%-786.7pp | 2041.40%-2036.8pp |
| Employer contribution / active EE | $6 | $934-99.4% | $1,820-99.7% | $2,203-99.7% |
| Participant deferral / active EE | $1,565 | $2,057-23.9% | $2,822-44.5% | $3,192-51.0% |
| Admin fee / account holder | $1,485 | $3,268-54.6% | $4,499-67.0% | $4,297-65.4% |