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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 | $107,186 | $78,682+36.2% | $109,188-1.8% | $85,851+24.9% |
| Participation rate | 65.5% | 68.3%-2.8pp | 75.9%-10.4pp | 69.3%-3.8pp |
| Annual return | 15.42% | 25.09%-9.7pp | 25.76%-10.3pp | 318.63%-303.2pp |
| Employer contribution / active EE | $19 | $2,734-99.3% | $3,723-99.5% | $2,565-99.2% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,508 | $5,470-72.4% | $6,755-77.7% | $6,261-75.9% |