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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 | $69,707 | $80,753-13.7% | $136,298-48.9% | $62,293+11.9% |
| Participation rate | 18.5% | 73.5%-55.0pp | 81.9%-63.4pp | 69.5%-51.0pp |
| Annual return | 29.24% | 35.83%-6.6pp | 5156.27%-5127.0pp | 28.90%+0.3pp |
| Employer contribution / active EE | $126 | $2,884-95.6% | $4,696-97.3% | $2,042-93.9% |
| Participant deferral / active EE | $2,351 | $5,164-54.5% | $6,247-62.4% | $3,169-25.8% |
| Admin fee / account holder | $9,818 | $525+1768.6% | $9,244+6.2% | $479+1948.2% |