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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 | $87,105 | $59,456+46.5% | $93,669-7.0% | $74,429+17.0% |
| Participation rate | 34.4% | 59.6%-25.3pp | 68.7%-34.4pp | 67.2%-32.9pp |
| Annual return | 22.01% | 82.00%-60.0pp | 133.59%-111.6pp | 1368.38%-1346.4pp |
| Employer contribution / active EE | $242 | $1,266-80.9% | $2,424-90.0% | $2,625-90.8% |
| Participant deferral / active EE | $1,592 | $3,052-47.8% | $4,416-63.9% | $4,348-63.4% |
| Admin fee / account holder | $8,540 | $3,026+182.2% | $8,291+3.0% | $1,944+339.2% |