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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 | $136,523 | $112,935+20.9% | $90,970+50.1% | $158,966-14.1% |
| Participation rate | 47.6% | 74.7%-27.1pp | 69.0%-21.4pp | 82.0%-34.3pp |
| Annual return | 16.21% | 215.79%-199.6pp | 134.58%-118.4pp | 302.95%-286.7pp |
| Employer contribution / active EE | $9 | $2,895-99.7% | $2,122-99.6% | $4,762-99.8% |
| Participant deferral / active EE | $2,049 | $4,129-50.4% | $3,373-39.2% | $5,983-65.7% |
| Admin fee / account holder | $6,470 | $8,045-19.6% | $5,960+8.5% | $11,250-42.5% |