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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 | $61,787+60.5% | $97,197+2.0% | $80,925+22.5% |
| Participation rate | 55.3% | 63.5%-8.2pp | 72.7%-17.4pp | 67.7%-12.4pp |
| Annual return | 18.25% | -558.16%+576.4pp | 75.47%-57.2pp | 35.65%-17.4pp |
| Employer contribution / active EE | $285 | $1,836-84.5% | $2,723-89.5% | $2,756-89.7% |
| Participant deferral / active EE | $1,283 | $3,027-57.6% | $4,263-69.9% | $4,299-70.1% |
| Admin fee / account holder | $32,563 | $5,170+529.9% | $5,637+477.6% | $6,940+369.2% |