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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 | $120,106 | $73,397+63.6% | $178,014-32.5% | $74,546+61.1% |
| Participation rate | 26.1% | 66.6%-40.5pp | 77.1%-51.0pp | 67.2%-41.2pp |
| Annual return | 14.18% | 17.49%-3.3pp | 294.80%-280.6pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $379 | $2,217-82.9% | $3,950-90.4% | $2,624-85.5% |
| Participant deferral / active EE | $2,952 | $4,512-34.6% | $6,276-53.0% | $4,347-32.1% |
| Admin fee / account holder | $19,291 | $1,809+966.2% | $10,362+86.2% | $1,944+892.6% |