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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 | $103,889 | $72,071+44.1% | $68,368+52.0% | $137,256-24.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 16.19% | 353.14%-336.9pp | 292.57%-276.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $76 | $2,788-97.3% | $2,649-97.1% | $4,156-98.2% |
| Participant deferral / active EE | $2,596 | $4,410-41.1% | $4,123-37.0% | $6,407-59.5% |
| Admin fee / account holder | $8,136 | $5,336+52.5% | $5,150+58.0% | $12,270-33.7% |