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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 | $99,162 | $61,755+60.6% | $97,161+2.1% | $80,911+22.6% |
| Participation rate | 55.3% | 63.5%-8.2pp | 72.7%-17.4pp | 67.6%-12.4pp |
| Annual return | 18.25% | -557.90%+576.2pp | 75.36%-57.1pp | 35.63%-17.4pp |
| Employer contribution / active EE | $285 | $1,835-84.5% | $2,723-89.5% | $2,756-89.7% |
| Participant deferral / active EE | $1,283 | $3,026-57.6% | $4,265-69.9% | $4,297-70.1% |
| Admin fee / account holder | $32,563 | $5,166+530.3% | $5,647+476.6% | $6,935+369.6% |