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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 | $78,946 | $79,223-0.3% | $102,460-22.9% | $74,478+6.0% |
| Participation rate | 52.1% | 74.8%-22.7pp | 76.5%-24.4pp | 67.2%-15.2pp |
| Annual return | 11.23% | 54.98%-43.7pp | 29.47%-18.2pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $356 | $2,363-84.9% | $3,025-88.2% | $2,626-86.4% |
| Participant deferral / active EE | $2,376 | $4,417-46.2% | $5,056-53.0% | $4,350-45.4% |
| Admin fee / account holder | $21,648 | $2,003+980.7% | $9,460+128.8% | $1,946+1012.5% |