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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 | $107,920 | $101,672+6.1% | $147,117-26.6% | $74,478+44.9% |
| Participation rate | 48.5% | 75.5%-27.1pp | 82.2%-33.7pp | 67.2%-18.8pp |
| Annual return | 12.96% | 8757.83%-8744.9pp | 420.54%-407.6pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $291 | $3,813-92.4% | $4,932-94.1% | $2,626-88.9% |
| Participant deferral / active EE | $5,324 | $7,305-27.1% | $8,065-34.0% | $4,350+22.4% |
| Admin fee / account holder | $9,728 | $1,753+454.9% | $12,993-25.1% | $1,946+399.9% |