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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 | $97,761 | $54,558+79.2% | $76,051+28.5% | $74,400+31.4% |
| Participation rate | 22.1% | 60.3%-38.2pp | 69.1%-47.0pp | 67.2%-45.1pp |
| Annual return | 11.09% | 31.83%-20.7pp | 360.42%-349.3pp | 1367.51%-1356.4pp |
| Employer contribution / active EE | $121 | $1,778-93.2% | $2,690-95.5% | $2,624-95.4% |
| Participant deferral / active EE | $1,307 | $3,065-57.4% | $4,257-69.3% | $4,348-69.9% |
| Admin fee / account holder | $15,359 | $2,232+588.2% | $6,416+139.4% | $1,944+690.2% |