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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 | $130,648 | $110,093+18.7% | $97,295+34.3% | $145,897-10.5% |
| Participation rate | 26.1% | 75.9%-49.8pp | 72.7%-46.6pp | 80.3%-54.2pp |
| Annual return | 8.22% | 244.76%-236.5pp | 75.62%-67.4pp | 552.29%-544.1pp |
| Employer contribution / active EE | $238 | $3,077-92.3% | $2,723-91.3% | $4,663-94.9% |
| Participant deferral / active EE | $1,645 | $4,678-64.8% | $4,264-61.4% | $6,689-75.4% |
| Admin fee / account holder | $59,315 | $6,212+854.8% | $5,646+950.5% | $13,390+343.0% |