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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 | $79,001 | $78,562+0.6% | $105,608-25.2% | $74,429+6.1% |
| Participation rate | 42.0% | 72.8%-30.8pp | 75.3%-33.3pp | 67.2%-25.2pp |
| Annual return | 37.81% | 15.94%+21.9pp | 116.50%-78.7pp | 1368.38%-1330.6pp |
| Employer contribution / active EE | $387 | $2,521-84.7% | $3,167-87.8% | $2,625-85.3% |
| Participant deferral / active EE | $3,010 | $4,321-30.3% | $5,010-39.9% | $4,348-30.8% |
| Admin fee / account holder | $27,502 | $2,217+1140.6% | $11,028+149.4% | $1,944+1314.5% |