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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 | $133,734 | $101,672+31.5% | $147,117-9.1% | $74,478+79.6% |
| Participation rate | 31.5% | 75.5%-44.0pp | 82.2%-50.7pp | 67.2%-35.7pp |
| Annual return | 14.18% | 8757.83%-8743.6pp | 420.54%-406.4pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $376 | $3,813-90.1% | $4,932-92.4% | $2,626-85.7% |
| Participant deferral / active EE | $5,997 | $7,305-17.9% | $8,065-25.6% | $4,350+37.9% |
| Admin fee / account holder | $22,832 | $1,753+1202.3% | $12,993+75.7% | $1,946+1073.4% |