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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 | $84,666 | $55,470+52.6% | $155,556-45.6% | $74,478+13.7% |
| Participation rate | 12.4% | 61.9%-49.5pp | 78.2%-65.8pp | 67.2%-54.8pp |
| Annual return | 11.11% | 269.80%-258.7pp | 64.84%-53.7pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $134 | $2,267-94.1% | $4,675-97.1% | $2,626-94.9% |
| Participant deferral / active EE | $832 | $2,838-70.7% | $5,631-85.2% | $4,350-80.9% |
| Admin fee / account holder | $9,502 | $1,744+444.8% | $15,885-40.2% | $1,946+388.3% |