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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 | $118,878 | $53,236+123.3% | $86,233+37.9% | $103,975+14.3% |
| Participation rate | 3.6% | 34.4%-30.8pp | 69.0%-65.5pp | 72.5%-69.0pp |
| Annual return | 13.65% | 16.04%-2.4pp | 61.39%-47.7pp | 19.41%-5.8pp |
| Employer contribution / active EE | $54 | $1,362-96.0% | $2,504-97.8% | $3,722-98.5% |
| Participant deferral / active EE | $255 | $2,309-89.0% | $4,559-94.4% | $5,343-95.2% |
| Admin fee / account holder | $58,761 | $2,172+2605.3% | $8,342+604.4% | $332+17577.5% |