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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 | $85,988 | $65,961+30.4% | $180,320-52.3% | $94,015-8.5% |
| Participation rate | 28.6% | 61.3%-32.7pp | 71.5%-43.0pp | 70.8%-42.2pp |
| Annual return | 11.46% | 14.27%-2.8pp | 778.54%-767.1pp | 17.84%-6.4pp |
| Employer contribution / active EE | $175 | $1,737-90.0% | $4,108-95.8% | $2,790-93.7% |
| Participant deferral / active EE | $1,313 | $3,003-56.3% | $4,304-69.5% | $4,249-69.1% |
| Admin fee / account holder | $21,633 | $4,901+341.4% | $10,000+116.3% | $8,951+141.7% |