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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 | $55,446+52.7% | $155,574-45.6% | $74,429+13.8% |
| Participation rate | 12.4% | 61.9%-49.5pp | 78.2%-65.8pp | 67.2%-54.8pp |
| Annual return | 11.11% | 269.20%-258.1pp | 64.87%-53.8pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $134 | $2,266-94.1% | $4,676-97.1% | $2,625-94.9% |
| Participant deferral / active EE | $832 | $2,836-70.7% | $5,629-85.2% | $4,348-80.9% |
| Admin fee / account holder | $9,502 | $1,743+445.2% | $15,914-40.3% | $1,944+388.7% |