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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 | $112,673 | $88,778+26.9% | $81,844+37.7% | $145,884-22.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 9.70% | 1033.03%-1023.3pp | 778.87%-769.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $39 | $3,087-98.7% | $2,916-98.7% | $4,662-99.2% |
| Participant deferral / active EE | $1,756 | $4,648-62.2% | $4,323-59.4% | $6,690-73.8% |
| Admin fee / account holder | $38,777 | $8,430+360.0% | $7,355+427.2% | $13,392+189.6% |