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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 | $87,740 | $59,467+47.5% | $93,727-6.4% | $74,478+17.8% |
| Participation rate | 39.5% | 59.6%-20.1pp | 68.7%-29.2pp | 67.2%-27.7pp |
| Annual return | 12.87% | 82.14%-69.3pp | 133.83%-121.0pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $187 | $1,267-85.2% | $2,421-92.3% | $2,626-92.9% |
| Participant deferral / active EE | $2,437 | $3,052-20.1% | $4,417-44.8% | $4,350-44.0% |
| Admin fee / account holder | $12,549 | $3,028+314.4% | $8,292+51.3% | $1,946+544.9% |